Investment Planning

DePaul University

How long?

  • 11 days
  • in person

What are the topics?

DePaul University

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About the course

Investment Planning introduces basic investments concepts and focuses on client needs and assessments, particularly as they relate to risk tolerance and exposure. You'll learn investment fundamentals, risks and returns, valuation concepts, portfolio management, asset allocation, pricing models, hedging and option strategies and tax-efficient investing.

This 11-week course is the second module in the Financial Planning Certificate Program and is offered throughout the year on DePaul's Loop campus and online.

Topics

  • Types and uses of investment vehicles
  • Economic concepts
  • Types of investment risks
  • Measures of investment risks and returns
  • Time-influenced security valuation concepts
  • Bond and stock valuation methods
  • Portfolio management and measurement concepts
  • Formula investing
  • Investment strategies
  • Asset allocation and portfolio diversification
  • Efficient Market Theory (EMT)
  • Asset pricing models
  • Leverage of investment assets
  • Hedging and option strategies
  • Tax efficient investing
  • Investment strategies in tax advantaged accounts
  • Taxation of investment vehicles

Experts

Michael McCarthy

Michael McCarthy is a serial entrepreneur. He started his first business at the age of 16 and his first three weeks of sales financed his freshman year at New York University. From 1994–2004, he was the #1 Stock Market Timer in the United States and raised $100 million in client assets with an i...

Videos and materials

Investment Planning at DePaul University

From  $900

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

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