CFP: INVESTMENT PLANNING
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.
•Week 1: Friday, 6 - 10 p.m. and Saturday, 8 a.m. - 5 p.m.
•Week 2: Friday, 6 - 10 p.m. and Saturday, 8 a.m. - 5 p.m.
•Week 3: Saturday ONLY, 8 a.m. - 5 p.m.
•Week 4: Saturday ONLY, 8 a.m. - 3 p.m.
For more information on the Certified Financial Planning program, please visit us online at www.unf.edu/cfp.