| Class Date(s) | Friday, Oct 16 2026 5:30PM-9:30PM Saturday, Oct 17 2026 8:30AM-5:30PM Friday, Oct 23 2026 5:30PM-9:30PM Saturday, Oct 24 2026 8:30AM-5:30PM Saturday, Oct 31 2026 8:30AM-5:30PM Saturday, Nov 7 2026 8:30AM-5:30PM Class# 2610759 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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