Strategic Investment Planning
Course Information
In todays 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 Aug 20 / 2024
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
Registering college code:
NO-TBA
Host college code:
CL-CEFN803
How to register
You can register in-person, by phone, fax or mail. When registering for a course, it is not necessary to include the 2 digit college code prefix (e.g. ENL 001–not NO-ENL001). For details call Monique Seguin (705) 235-3211 ext. 2183
Contact
Monique Seguin
Phone : (705) 235-3211 ext 2183
Email : ontariolearn@northern.on.ca
Highway 101 EastP.O. Box 3211Timmins, ON
P4N 8R6
Phone : (705) 235-3211 ext 2183
Fax :