Continuing and Professional Education

    Homepage > Course Description > Class Registration

    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 13, 2026 - March 24, 2026
    Start Time: 6:00 PM
    End Time: 7:00 PM
    Meeting Pattern: Tuesday
    Location    :
    Cost: $995.00
    Registration Deadline: January 6, 2026 (a $75 late fee will be assessed after this date for late registrations)
    Final Deadline: January 13, 2026 

    Registration & Payment

    You must be signed in to register for a class.

    LoginCreate Account