| Class Date(s) | Friday, May 10 2024 5:30PM-9:30PM Saturday, May 11 2024 8:30AM-5:30PM Friday, May 17 2024 5:30PM-9:30PM Saturday, May 18 2024 8:30AM-5:30PM Saturday, Jun 1 2024 8:30AM-5:30PM Saturday, Jun 8 2024 8:30AM-3:30PM Class# 2410596 Save this Class to Outlook (Click & Open) |
| Description | This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. |
| Price | $800.00 |
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