FPC 302 - Investment Planning

Dates: November 30, 2021 - January 24, 2022

Meets: Tu from 6:00 PM to 8:00 PM

Location: Online Workshop

COURSE: $675.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

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An understanding of the types and characteristics of investment alternatives is critical to the success of financial planning. The purpose of this course is to develop that understanding. Major topics include: types of investment vehicles and their characteristics, government regulation of securities and financial markets, the historical record of risk and returns, security valuation, investing strategies, asset allocation strategies, the efficient market hypothesis, matching investments with clients' needs, and the impact of tax policy on investment choices.
Fee: $675.00
Hours:45.00

Online Workshop

Alan Kort

Date Day Time Location
11/30/2021Tuesday6 PM to 8 PM Online Workshop
12/07/2021Tuesday6 PM to 8 PM Online Workshop
12/14/2021Tuesday6 PM to 8 PM Online Workshop
12/21/2021Tuesday6 PM to 8 PM Online Workshop
12/28/2021Tuesday6 PM to 8 PM Online Workshop
01/04/2022Tuesday6 PM to 8 PM Online Workshop