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Course Description

Short Course | 40 hours | 4.0 CEUs | $900

This course introduces the wide variety of investment vehicles that may be included in a client’s portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.

Duration

40 Hours
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Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry or call 314-977-3226 so that we may promptly notify you when enrollment opens.

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*Academic Unit eligibility to be determined by college/university in which you are enrolled in a degree seeking program.