Investment Planning

Understand investments and their application to financial planning as you examine risk analysis and risk-and-return computations. Topics include stocks, bonds, investment companies, options and futures contracts. You'll also discuss tax issues in investing, as well as issues in the practice of portfolio management, including strategic and tactical asset allocation.

Complete your study with examples of ethical and practical issues in managing a client's portfolio.
View the course outline: CFE 8003


Course schedule for dates, times and locations


Call 704.330.4223 or visit our online registration to enroll in this course.