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Overview

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

1. Security Markets
2. The Economic Environment
3. Investment Risk & Return
4. Common Stock Valuation & Performance Measurement
5. Security Analysis
6. Features of Fixed-Income Securities
7. Valuation & Analysis of Fixed-Income Investments
8. Derivatives
9. Real Assets
10. Mutual Funds & Foreign Investments

Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.

Duration: 11 Weeks, 1 evening per week

Tuition	Included
$1,195	Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination (tuition is discounted to $1,145.00 if full payment is received three weeks before the start of the class)

Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227

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