Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.
Investment Planning
MGMT X 430.512
The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.
What you can learn.
- Learn about the wide variety of investment vehicles that may be included in a client’s portfolio
- Assess the client’s tax considerations, economic factors, valuation methods, asset allocation techniques, and portfolio performance
- Understand common stock valuation and performance measurements, features of fixed-income securities, derivatives, real assets, mutual funds, and foreign investments
About this course:
In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Security Markets -+ The Economic Environment -+ Investment Risk and Return -+ Common Stock Valuation and Performance Measurement -+ Security Analysis -+ Features of Fixed-Income Securities -+ Valuation and Analysis of Fixed-Income Investments -+ Derivatives -+ Real Assets -+ Mutual Funds and Foreign InvestmentsContact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
This course applies towards the following certificates & specializations…
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