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CFP® 2 Investment Planning
Course Code: FI 5702

You'll learn about the wide variety of investment vehicles that can be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.

Dates / Locations

There are no current sections scheduled for this course number.
Please note that courses have been assigned new numbers beginning with the fall term.
Please check the new course number for course availability.

Fees
Please call for details.

Instructor
TBD