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.


Student is required to purchase membership and Text from CIFP  Students will be required to purchase text materials from CIFP.  Fee is approximately $130.00 and includes text, exams and web page extras such as additional materials.

Host Course Code: CL-CEFN803
Host Course Name: Strategic Investment Planning

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