| Class Date(s) | Wednesday, Jun 18 2025 6:00PM-10:00PM Wednesday, Jun 25 2025 6:00PM-10:00PM Wednesday, Jul 2 2025 6:00PM-10:00PM Wednesday, Jul 9 2025 6:00PM-10:00PM Wednesday, Jul 16 2025 6:00PM-10:00PM Wednesday, Jul 23 2025 6:00PM-10:00PM Wednesday, Jul 30 2025 6:00PM-10:00PM Saturday, Aug 2 2025 8:30AM-5:30PM Class# 2510685 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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