Strategic Investment Planning CEFN-803

Course Name: Strategic Investment Planning
Course Number: CEFN-803
Category: Business
Description This Strategic Investment Planning course is necessary, as your career in Financial Planning will require you to design investment portfolios to help your clients to meet their wealth accumulation goals. You will gain an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for your prospective clients. The course will also introduce you to the strategic investment planning process, which is used when designing and evaluating individual investment portfolios. This course is offered in partnership with the Canadian Institute of Financial Planning (CIFP).
Associated Programs
7053 - Financial Planning
Pre-requisities
Requires the following prerequisite(s):

CEFN-802 - Risk Management and Estate Planning
The prerequisite(s) listed above are mandatory for registration. You will be asked to produce proof of qualification on the first day of class
Section Cost Term Dates Meeting Times Campus Action
415 $425.00 202209 2022-09-13 to
2022-12-20
Times Days
No times
defined
-
OntarioLearn Full
425 $425.00 202301 2023-01-10 to
2023-04-18
Times Days
No times
defined
-
OntarioLearn Add
435 $425.00 202305 2023-05-09 to
2023-08-15
Times Days
No times
defined
-
OntarioLearn Add
Legend for Days
M - Monday T - Tuesday W - WednesdayR - Thursday F - Friday S - Saturday U -Sunday
TBA - To Be Announced