OL-051

Strategic Investment Planning

In today’s fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals. The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios.Please note: Students are required to register with and must purchase additional course materials required for CIFP courses (approx $135.00 + applicable taxes) from the CIFP website. The fee includes access to tests, materials, and additional course tools required for financial planning calculations.A financial calculator is required.Pre-requisite: OL035 Risk Management and Estates

Credit Hours

42

Min. Grade

0%