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
 
Start Date
Day/Time
Delivery
Campus
Cost
Availability
Start Date: Sep. 8, 2020
Day/Time:
Delivery: Fully Online – OntarioLearn
Campus: Doon (Kitchener)
Cost: $407.50
 
End date: Dec. 15, 2020
Hours: 42
Credits: 3
Prerequisites: OLRN1139
Corequisites: None
Equivalent to: None

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.

Registration dates

Winter 2021 registration opens November 2, 2020. Spring 2021 registration opens February 1, 2021.