Investments in Personal Financial Planning: Principles and Methods

This course provides a comprehensive overview of investments through readings, case studies, problem-solving exercises and discussion. This balance of practical application and theory should be useful to both the practitioner and the investor. The course emphasizes the structure, regulation and operation of investment markets; understanding modern portfolio theory, asset allocation and risk control; detailed analysis of fixed income, equity and derivative investing; portfolio design and construction; fulfilling fiduciary responsibilities; and investment performance measurement and reporting.

[Former #1556]

Suggested Prerequisites :

No prerequisites

Sections :

Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X401.(2) 3/14/2018 06:00 PM SANTA CLARA $ 800.00 Russell E. Blahetka View Enroll