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Course Description

This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. The course is designed to help students understand, among other things, how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment vehicles.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in

Section Title
Financial Planning Investments
Type
Lecture
Days
Th
Time
6:00PM to 9:00PM
Dates
Sep 19, 2019 to Dec 05, 2019
Schedule and Location
Contact Hours
33.0
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
  • Bill Walsh
Reading List / Textbook
Dalton & Forjan- Investment Planning, 1st edition
IBSN- 13: 978-1-946711-56-4
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