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
Please note: This course is offered through OntarioLearn. To review important information such as textbook, exam and grade information, visit the OntarioLearn Information web page.
Credit transfer
Have you taken this course or an equivalent course? Contact the Credit Transfer Office.
Ends: Apr. 22, 2025
Registration dates
Not all courses are offered each term.
Winter 2025 registration opens November 4, 2024. Spring 2025 registration opens March 17, 2025.Delivery options
In person: classes held in person on a campus/site in a classroom/lab/shop/studio for the course duration
Online - Asynchronous: 100% online delivery, no scheduled day or time course requirements with the instructor, assigned due dates
Online - Synchronous: 100% online delivery, scheduled day and time course requirements with the instructor, assigned due dates
Hybrid: any combination of in person, timetabled, on campus, online, and hyflex delivery