416 289 5000
1-800-268-4419 (in Ontario)

P.O. Box 631 Station A
Toronto, ON, M1K 5E9

Strategic Investment Planning

Course Code CEFN-803
Course Name Strategic Investment Planning
Category Business
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).
Contact Telephone 416-289-5207
Contact E-mail
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Section Cost Semester Start Date End Date Meeting Times Campus
415 $362.97 Fall 2023 2023-09-12 2023-12-19
Times Days
No times defined -
425 $382.14 Winter 2024 2024-01-16 2024-04-23
Times Days
No times defined -
435 $362.97 Summer 2024 2024-05-14 2024-08-20
Times Days
No times defined -
Legend for Days
M - Monday T - Tuesday W - Wednesday R - Thursday F - Friday S - Saturday U - Sunday
TBA - To Be Announced