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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 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.

Financial Calculator is required.


Textbooks:

  • Winter - 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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CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10524January 12, 2021 to April 20, 202112:00 am - 12:01 am42Online$367.60
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