Investment Planning
You’ll learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients’ financial plans—and ensuring their confidence in you.
Topics
- Security Markets
- The Economic Environment
- Investment Risk & Return
- Common Stock Valuation & Performance Measurement
- Security Analysis
- Features of Fixed-Income Securities
- Valuation & Analysis of Fixed-Income Investments
- Derivatives
- Real Assets
- Mutual Funds & Foreign Investments
Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.
Duration: 12 Weeks, 1 evening per week
Tuition: There are two tuition options for this program:
Option Tuition Included Option 1 $1,195* Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination Option 2 $1,344* Above plus the additional required text
Required Text: Investments: An Introduction, current edition by Mayo, Herbert B.
Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227
Date: December 2, 2008 – February 17, 2009 (Tuesday Evenings, 6:00 p.m. - 9:45 p.m.) (No class December 23, 2008)
*Register online for this class before November 11, 2008, and receive a $50.00 reduction off the tuition price or mail in your registration paperwork before the deadline with your full payment to receive the reduced price as well.
Click here to download and complete the registration form to mail in or fax.
Click here to request additional information or to be added to the interest list for this course.