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1. Investment Planning [Courses]
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, mutua...
... )( Section 1) Quarter: SUMMER 2021 Instructor Joseph Teurlings, CFP®, CFA®, CIMA ... ChFC, is the founder/owner of Monocot Wealth Management, an independent Investment Advisory firm. He is an industry ...