| Class Date(s) | Wednesday, Aug 14 2024 6:00PM-10:00PM Wednesday, Aug 21 2024 6:00PM-10:00PM Wednesday, Aug 28 2024 6:00PM-10:00PM Wednesday, Sep 4 2024 6:00PM-10:00PM Wednesday, Sep 11 2024 6:00PM-10:00PM Wednesday, Sep 18 2024 6:00PM-10:00PM Wednesday, Sep 25 2024 6:00PM-10:00PM Wednesday, Oct 2 2024 6:00PM-10:00PM Saturday, Oct 5 2024 8:30AM-5:30PM Class# 2410607 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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