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Training Courses for:
INVESTMENT PLANNING
at school(s) in United States or delivered online/live/on-site/by e-learning
Total 5 training course(s) available.
INVESTMENT PLANNING
Course Format: Classroom
School/Trainer: Berkeley College [All Courses]
Training Center(s)/Venue(s): NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGE, NJ, United States
Jobs & Resumes: NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGE
Houses & Roommates: NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGE Students learn principles of constructing and managing investment vehicles matched to client needs. Topics include an overview of investment vehicles; measures of investment risk and returns; portfolio management; and asset pricing, leverage, and hedging options.
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Course description>>
Investment Planning (Certificate) (Online)
School/Trainer: College for Financial Planning [All Courses]In the second course you’ll learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients�financial plan......
Course description>>
FINANCIAL MODELING Workshop (Online)
School/Trainer: IMS proschool(IMS INDIA) [All Courses]with facility of classroom
online
virtual classroom
fasttrack classroom...
Course description>>
Investment Planning (Certificate) (Online)
School/Trainer: Florida State University Center for Professional Development [All Courses]Covers topics #34 - #43 of CFP Board’s Job Knowledge Requirements.
This course focuses on the design and integration of different investment vehicles into a portfolio intended to meet client needs and objectives. Topics include financial markets, instruments, sources of financial information, investments, and portfolio theory.
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Course description>>
Investment Planning (Online)
School/Trainer: Knowlege Netowork India [All Courses]KNI has developed 1000 hours of elearning for the BFSI domain . Currently it is offering a Certificate Program in Insurance and Risk Management , Certificate program in Insurance and Broking services, Certificate program in Wealth and Financial Planning and CFP/ AFP mapped coures in Financial Planning .
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