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School of Continuing Studies

XCPD-021 Investment Planning

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Course Details

This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.

Course Objectives

Upon completing this course, successful students will be able to:

  • Gain a firm grasp of theoretical concepts underlying modern portfolio theory.
  • Understand and apply theoretical concepts to real-world investment analysis.
  • Learn about and evaluate investment alternatives, their risks, and their expected return characteristics.
  • Discuss investment strategies and valuation models while applying them to sample client situations.
  • Calculate various measures of investment risk and return used in portfolio analysis and construction; understand methods of evaluating investment results.
DePaul University

Investment Planning — Financial Planning Certificate Program (Module 2)

Next dates

Oct 1—Dec 17, 2019
11 daysModules info
Chicago, Illinois, United States
USD 900
USD 81 per day


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.


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