Certified Financial Planner – Investments

Master investment vehicles for client portfolios.

course image

Course details

ceus icon CEUs 3.8

schedule icon Schedule Evenings, Weekends

location icon Location Online, Main Campus

cost icon Cost

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

expand drawer icon collaspe drawer icon

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

expand drawer icon collaspe drawer icon
  • 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

expand drawer icon collaspe drawer icon

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 plan to in the future. In the meantime keep checking for updates, and browse our course catalog for more classes.

Want more information about Technology programs at Tombolo?

Interested in custom learning solutions for your team?

Tombolo Institute Corporate Solutions offers tailor-made professional development programs to meet your organization’s goals.

Get started