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.
- 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
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
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.