Investment Planning — Financial Planning Certificate Program (Module 2)
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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.
- 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
Who should attend
The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.