Continuing and Professional Education

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    Class: Module 2: Investment Planning

    Investment Planning introduces basic investments concepts and focuses on client needs and assessments, particularly as they relate to risk tolerance and exposure. This course is the second of six required modules in the Financial Planning Certificate Program.

    Class Details

    Dates: January 17, 2023 - March 28, 2023
    Start Time: 6:00 PM
    End Time: 9:30 PM
    Meeting Pattern: Tuesday
    Location    :
    Cost: $900.00
    Registration Deadline: January 10, 2023 (a $75 late fee will be assessed after this date for late registrations)
    Final Deadline: January 17, 2023 

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