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Course Description

A newly re-designed introduction to the Principles of Personal Financial Planning and Investments. Participants receive an extensive introduction to the financial planning process, time value of money, ethical considerations, economic environment and essential investment planning concepts. The course includes study of securities markets, investment asset classes, portfolio construction, and investment techniques, tools and strategies. This course is a prerequisite to all the other courses in the program. An HP10BII calculator is required for the program.

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Section Title
Investments Fin Plan & Fin Cal
Type
Online, fixed date
Days
W
Time
6:00PM to 9:30PM
Dates
Jan 15, 2025 to Mar 05, 2025
Schedule and Location
View Details
Contact Hours
28.0
Location
  • Internet
Delivery Options
Instructor-Led  
Course Fee(s)
Tuition non-credit $1,095.00
CEUs
5 CEUs
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