• Strategic Investment Planning FIN 9033

    Financial planners play an invaluable role in helping clients to accumulate and preserve wealth by choosing investments that maximize return, manage risk and address financial goals. Our Strategic Investment Planning course provides you with an understanding of the investment planning process and personal-use assets and helps you develop a comprehensive knowledge of the specific investments used to build a client's portfolio, including bonds and debentures, common and preferred shares, financial derivatives, mutual funds and tax-advantaged investments. Learn how to evaluate an investment and its suitability for a client using such tools as fundamental and technical analysis, investment theory and financial economics.


    You will have the most success in this course if you have already completed our FIN 9030 Retirement Planning course or an approved equivalent before you start this course.

    Contact Information

    Some courses require you to purchase a textbook. The cost of the textbook is not included in the course fee unless otherwise indicated. If there is a textbook assigned for this course, it will be listed on the bookstore website.