Nov 08, 2024  
2023-2024 Professional and Continuing Education Catalog 
    
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2023-2024 Professional and Continuing Education Catalog
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PFP 37100 - Investments and Financial Planning

A newly re-designed introduction to the Principles of Personal Financial Planning and Investments.  Participants receive an extensive introduction to the financial planning process, time value of money, ethical considerations, economic environment and essential investment planning concepts.  The course includes study of securities markets, investment asset classes, portfolio construction, and investment techniques, tools and strategies.  An HP10BII calculator is required for the program.


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