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Course Description

In today's fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals. The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios.

Prerequisites

Risk Management and Estate Planning (FINC10052) OR Life and Death Issues of Financial Planning (FINCFP012)

Equivalents

Investment Planning (FINCFP013)

Course Hours

42

Credit Value

3

Applies to the following Programs

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Section Title
Strategic Investment Planning
Type
OntarioLearn
Dates
Sep 09, 2025 to Dec 16, 2025
Instruction Method
Online  
Registration
Fee
Domestic Student non-credit $384.03
Credit Value
3 credits
Withdraw with Refund (less $20 holdback) before
Sep 16, 2025
Transfer before
Sep 24, 2025
Withdraw (no refund) between
Sep 16, 2025 to Dec 06, 2025
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