Strategic Investment Planning

Code: OLRN1138

Course description

In today’s fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals. The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios.

Course details

Hours: 42
Credits: 3
Prerequisites: OLRN1139
Corequisites: None
Fall 2019 registration opens July 8, 2019. Winter 2020 registration opens November 4, 2019.