INVESTMENT PLANNING

Dates:November 22 - December 14, 2013
Meets:F from 6 to 9:35 PM Sa from 8:45 AM to 5 PM, 6 sessions
Location:TEMPLE UNIVERSITY CENTER CITY
Fee: $0.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.


Course Description

This course introduces investment strategies, portfolio allocation theory and application, debt and equity securities, and portfolio management strategies. This course will also emphasize the importance of determining a client's risk tolerance and goals and then managing an investment portfolio that incorporates a client's level of risk while achieving financial goals.

*While every effort is made to ensure that classes meet every other weekend, holidays and local events prevent this accommodation. When appropriate, an added weekend was put into place due to a holiday weekend and is denoted by an asterisk.