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Investments in Personal Financial Planning

Examine various investment categories utilized by financial planning practitioners. Gain knowledge of security laws and regulations, Time Value of Money, risk analysis, common stock valuation and expected rates of return. Learn about market indicators and monetary policy.

Acquire the ability to apply fundamental and technical analysis, and discover what financial planners need to know about the bond market, yield curves, preferred stock, convertible bonds, options, warrants, futures, mortgages, mutual funds, portfolio construction and management, and capital market theory.

Prerequisite:

Fundamentals of Personal Financial Planning, Principles of Financial Analysis, or Quantitative Tools for Personal Financial Planning

This course is not currently scheduled.
Please notify me the next time this course is offered.

 

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Earn a Certificate

This course is part of these certificate programs:

Personal Financial Planning