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CFPE 2: Investment Planning Package Rate

ID : 29186   
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Study the numerous investment vehicles that can be included in a client's personal investment portfolio, including stocks, bonds, mutual funds, insurance-based investments, futures, options, foreign investments, real estate, and tangible assets. Client assessment, tax considerations of investments, economic factors, risk and return analysis, valuation methods, asset allocation techniques, and portfolio performance evaluation methods are discussed. Finally, learn about portfolio construction and management.

Class Details

11 Sessions
Weekly - Tue

Location
Off Campus

Instructor
Amy Spanne 

 

Notice

Please read:  Class will be held at Seattle Central College. Your $485 Materials Fee (which covers your books) will be paid at registration.

Class Fee: 

$285.00

Materials Fee:

 $485.00


Call 206-934-5339 to register Send to Friend » Checkout »

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/3/2017 - 12/12/2017 Weekly - Tue 4:00 PM - 7:00 PM Seattle, Off Campus  Map, Room: Seattle Central, Broadway–Edison Building (BE), 4th Floor Amy Spanne