Investment Planning

Investment Planning picUnderstand investments and their application to financial planning as you examine risk analysis and risk-and-return computations.

Cover the topics of 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.

 

Course outline (CFE8003)
Course schedule for dates, times and locations

 

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