Instructor: Bruce Hagen
Our Investment Planning online course covers the design and integration of different investment vehicles into a portfolio intended to meet client needs and objectives.
Topics of this online course include financial markets, instruments, sources of financial information, investments, and portfolio theory.
Required Textbook Information
Please note: Upon registration and payment, you will receive your username and password to access the courseware within 24-48 hours.
< Return to Certificate in Financial Planning.