Executive Education Classes

FP300: Investment Planning
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
Seats  
Class Location
Online With Live Professor
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