FFP 0003 - Investment Planning

Institution:

Hodges University - Closed

Subject:

Description:

This course introduces students to investment planning in the personal financial planning process. The course is based on the learning objectives specified by the CFP? Board of Standards. This course focuses on the design and integration of different investment vehicles in to a portfolio intended to meet client needs and objectives. Topics include environment and financial markets, sources of financial information, investment theory and regulation and portfolio theory.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.hodges.edu

Phone Number:

(239) 513-1122

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Trimester

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