Personal Financial Planning Course (ICB Version)
There are four titles available:
- Estate Planning (last updated February 2000) $49.95
- Investment and Portfolio Management (last updated January 2001) $49.95
- Risk and Insurance (last updated February 2000) $49.95
- Wealth Valuation (last updated October 2002) $49.95
Investment and Portfolio Management
Table of Contents
Module 4: Market Efficiency and Portfolio Based Equity
- Investment Strategies
- Diversication Across Asset Classes and Internationally
- Professionally-Managed Funds
- Arriving at Asset Mixed Recommendations for a Client
Module 5: Implementation of the Client's Asset Mix Strategy
- Implementing the Choice of Wealth Management Strategies
Module 6: Performance Monitoring
- Monitoring the Performance of the Investment Portfolio
Module 1: Ethical and Professional Behaviour
- Personal Financial Planning Services
- The Legal, Ethical and Professional Aspects of a Financial Planner's Duties
Module 2: Determination of a Clients Objectives and Constraints
- Getting to Know your Client
Module 3: Understanding of Available Investment products and Strategies
- Asset-Class Investment Opportunities
- Fixed-Income Securities
- Fundamental and Technical Analyses of Equities and Asset Classes
- Derivative Securities
- Introduction of Modern Portfolio Theory
$74.95
Personal Financial Planning Course (ICB Version)
