| Description |
This Strategic Investment Planning course is necessary, as your career in Financial Planning will require you to design investment portfolios to help your clients to meet their wealth accumulation goals. You will gain an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for your prospective clients. The course will also introduce you to the strategic investment planning process, which is used when designing and evaluating individual investment portfolios. This course is offered in partnership with the Canadian Institute of Financial Planning (CIFP).
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