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: | |
| 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: 435
- Cost: $363.56
- Term: 202505
- Dates: 2025-05-13 to 2025-08-19
- Meeting Times: No times defined
- Campus: OntarioLearn
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