Strategic Investment Planning

Course Information

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.

Intake S24 SEM

Start Date May 14 / 2024

End Date

Prerequisite(s):

CL-CEFN802

Computer 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

Chats:

n/a

Group Work:

n/a