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Certified Financial Planner – Investments

Master investment vehicles for client portfolios.

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Course details

ceus icon CEUs 3.8

schedule icon Schedule Evenings, Weekends

location icon Location Online, Main Campus

cost icon Cost

$875

payment plan

Registration details

Certified Financial Planner – Investments

Master investment vehicles for client portfolios.

What you’ll be able to do — competencies

  • Identify Investment vehicles  
  • Define characteristics, uses, and taxation of investment vehicles  
  • Define types of investment risks and quantitative investment concepts  
  • Recognize Measures of Investment Return with appropriate calculations  
  • Calculate and define bond and stock valuation concepts  
  • Define and understand Investment theory  
  • Analyze portfolio development including fundamental analysis  
  • Recognize investment strategies 

Course description

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This is the third module in the series of six. This course introduces the wide variety of investment vehicles that may be included in a client’s portfolio. Course topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.  

While the class hours are noted as a total of 38, there are approximately 5 hours additional per week of outside reading/homework in addition to the class time with the instructors. 

Prerequisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum 
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Lesson 1 lecture and quiz 
  • Lesson 2 lecture and quiz 
  • Lesson 3 lecture and quiz 
  • Lesson 4 lecture and quiz 

Weekend 2:  

  • Lesson 5 lecture and quiz 
  • Lesson 6 lecture and quiz 
  • Lesson 7 lecture and quiz 
  • Lesson 8 lecture and quiz  
  • Review building client information 

Weekend 3:  

  • Who will return for next class?  
  • Client information due  
  • Lesson 9 lecture and quiz  
  • Lesson 10 lecture and quiz 
  • Case 1, 2, 3 

Weekend 4:  

  • Exam review   
  • Final exam  
  • Retake  
  • Review of final exam  
  • Receive materials for next class 

Next available start dates

We aren’t currently offering this course, but we do update our course offerings on a regular basis. Please check back or browse our catalog for more courses that may be available now.

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