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Strategic Investment Planning

Code:
FIN 3080

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.

Notes:

The minimum passing grade for this course is 55%.

Text will be available from Canadian Certified Financial Planner Professionals (CIFP). Students will be required to purchase text materials from CIFP, fee is approximately $135.00 (plus applicable taxes) and includes text, exams and web page extras such as additional materials, tools, calculator. Your instructor will provide you with the contract number and password required to register with CIFP during the first week of your course.

The final online exam will be proctored through The Canadian Institute of Financial Planners Virtual University website. Each student can have 2 attempts at each of the four CFP courses (additional fees may apply): RP, RMEP, SIP and ITP and a student must achieve at least a 60% to pass the exam.

Software Requirements: Student is required to purchase Text from CIFP (membership is approximately $135.00) which includes access to tests, web page materials, tools and calculator. Hard copy of text is extra. Financial Calculator is Required

Textbooks:

  • Fall - None required

Prerequisites:

  • FIN 2080 Risk Management and Estate Planning

This course is part of the following program(s):

Note: Clicking on any of the following links will take you to the program of studies where you can obtain more information or choose additional courses for your shopping cart.

Scheduled Dates

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Course Waitlisted

We are currently maintaining a waitlist for this course. If you would like your name added to the waitlist, please contact the Registration Call Centre at 905.721.3000.

Course Closed

Unfortunately, registration is no longer available for this course. Please check the upcoming semester or feel free to browse our website for other courses of interest. You may also click on the link above this course on the course detail page to be notified when a new class is added.

Course Filled

Course Filled to Capacity. Unfortunately, registration is no longer available for this course. Please check the upcoming intakes or feel free to browse our website for other courses of interest.

CRN Day Date Time Hours Location/
Delivery Method		 Fee Availability
10991September 10, 2024 to December 17, 202412:00 am - 12:01 am42Semester Intake Online$342.50CLOSEDNotify Me