Training Course:Accredited Asset Management Specialist (Certificate)School/Trainer:College for Financial Planning
Greenwood Village, Colorado, United States
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics:
The Asset Management Process
Investors, Policy & Change
Risk, Return & Investment Performance
Asset Allocation & Selection
Investment Strategies
Taxation of Investment Products
Investment Opportunities for an Individual’s Retirement
Investment Considerations for Small-Business Owners
Deferred Compensation & Other Benefit Plans for Key Executives
Insurance Products for Investment Clients
Estate Planning for Investment Clients
Regulatory & Ethical Issues for the Investment Professional
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.cffp.edu/
Phone:800-237-9990
School Address/Venue(s):
Administrative Offices
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111
Jobs & Resumes: Greenwood Village
Houses & Roommates: Greenwood Village
Search other schools for Accredited Asset Management Specialist training resources.
Other training courses offered by College for Financial Planning:
CFP
Financial Planning Process & Insurance
Investment Planning
Income Tax Planning
Retirement Planning & Employee Benefits
Estate Planning
CFP Certification Examination Review
Foundations in Financial Planning
Accredited Wealth Management Advisor
Chartered Mutual Fund Counselor
Chartered Retirement Planning Counselor
Chartered Retirement Plans Specialist
Personal Financial Planning Certificate
Retirement Planning Certificate
Estate Planning Certificate
Financial Analysis Level I Certificate
Financial Analysis Level II Certificate
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