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Terry College of Business

Investment Planning (Certified Financial Planner Certification Course)

UGA Terry College of Business Executive Programs: Certified Financial Planner
Dec 3, 2019—Jan 28, 2020
4 daysModules info
Atlanta, Georgia, United States
USD 995
USD 248 per day

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Description

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.

Experts

Bruce Starks is Faculty Director, Senior Instructor and Curriculum Developer at Greene Consulting Associates and is Founder and Lead Instructor in the Starks CFP® Examination Review in Atlanta. Manager of Learning Programs Greene Consulting Associates, LLC Lead the firm's national instructor-l...

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