CFPE 2: Investment Planning
Seattle, WA
- Ages:
- All ages
- Skill level:
- All difficulty levels
- Class Style:
- 1:1 Private Sessions & Group Sessions
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- Offered Through
- South Seattle Com College
-
- Taught By
- Thomas Ku
Description
Study the numerous investment vehicles that can be included in a clients personal investment portfolio, including stocks, bonds, mutual funds, insurance-based investments, futures, options, foreign investments, real estate, and tangible assets. Client assessment, tax considerations of investments, economic factors, risk and return analysis, valuation methods, asset allocation techniques, and portfolio performance evaluation methods are discussed. Finally, learn about portfolio construction and management.
Schedule
No class times listed. Please contact the instructor to schedule a session.
Pricing Details
$250 (class fee) / $ 675 (package rate for classroom), for 10 sessions, Wednesday 5:30 PM - 8:30
Location
- South Seattle Community College
- 6000 16th Ave SW
Seattle, WA 98106 | Riverview - (206) 764-5339
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