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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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This course is not open for registration at this time.

If it is part of a program (listed at the bottom left), you may visit the program page to review the schedule of course offerings.

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