Investment Planning (Certified Financial Planner Certification Course)
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This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts), and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.
Participants will be able to:
- Assess a client's risk tolerance and exposure to determine which investments provide the best approach to reach objectives of the client's financial plan.
- Demonstrate a working knowledge of common stock and fixed income securities and the variety of ways these instruments may be analyzed.
- Apply knowledge of riskier vehicles such as options, commodities, and financial futures to assess a financial plan.
- Utilize a wide range of resources to evaluate various investment vehicles and strategies.
- Employ the concepts of portfolio planning and management to provide diversification to a client's portfolio with sensitivity to tax considerations.
- Apply the principles of taxation of investment vehicles to a financial plan.
- Articulate the ethical aspects of investment advising.