| Class Date(s) | Friday, May 12 2023 5:30PM-9:30PM Saturday, May 13 2023 8:30AM-5:30PM Friday, May 19 2023 5:30PM-9:30PM Saturday, May 20 2023 8:30AM-5:30PM Saturday, Jun 3 2023 8:30AM-5:30PM Saturday, Jun 10 2023 8:30AM-5:30PM Class# 2210524 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 |
|
|
|