CFP: INVESTMENT PLANNING

Posted
Event Date
Saturday, March 16, 2013
Event Location
UNF Herbert University Center
12000 Alumni Drive
Jacksonville, FL
Contact
Customer Care Team,
unfce@unf.edu or
904-620-4200

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.

New Format:

•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.

Tags: University of North Florida, Division of Continuing Education, Finance, Investing
 
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