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Course Description

This foundational course introduces students to the principles of personal financial planning and investment management. Participants explore the financial planning process, time value of money concepts, ethical considerations, economic influences on financial decisions and the fundamentals of investment planning.

The course includes study of securities markets, asset classes, portfolio construction, and investment techniques, tools and strategies. This course is a prerequisite to all the other courses in the program. An HP 10BII calculator is required for the program.

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Enroll Now - Select a section to enroll in

Section Title
Investments, Survey, and Financial Calculator
Type
Online, fixed date
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Jan 12, 2027 to Mar 02, 2027
Schedule and Location
View Details
Contact Hours
45.0
Location
  • Internet
Delivery Options
Instructor-Led  
Course Fee(s)
Tuition non-credit $1,075.00
CEUs
5 CEUs
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