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Investment Planning
A required course in the Personal Financial Planning Certificate Program.
Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.
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Course Description
Learn the investment concepts essential to personal financial planning. Securities laws and regulations, risk analysis, stock valuation, expected rates of return, market indicators, monetary policy, bonds, yield curves, futures, mortgages, mutual funds, and portfolio construction and management will be explored.
Instructor
Textbook Information
Textbooks for your course may be purchased from any vendor or bookseller of your choice.
Required Textbook(s):
INVESTMENT PLANNING: CONCEPTS AND STRATEGIES 9781946711663
Meeting Schedule
Event Date Day Start Time End Time Location Room
START 01/03/2022 Monday --- --- Online (Access Begins) ---
END 03/27/2022 Sunday --- --- Online (Access Ends) ---