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Course

In today's fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals.

The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios.

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If you have any questions about our online programs, the courses offered, the registration process, or any other Online Education related questions, reach out to us. For technical issues, visit our Technical Support page.

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