Executive Education Classes

FP300: Investment Planning
Class Date(s) Tuesday, Apr 14 2020 5:30PM-9:30PM  
Saturday, Apr 18 2020 8:30AM-5:30PM  
Tuesday, Apr 21 2020 5:30PM-9:30PM  
Saturday, Apr 25 2020 8:30AM-5:30PM  
Saturday, May 2 2020 8:30AM-5:30PM  
Saturday, May 9 2020 8:30AM-5:30PM  
Class# 1910330  

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
Class Location
Fidelity - Westlake - CADDO
1 Destiny Way
Westlake, TX   76262