COURSE INFORMATION
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This course is not currently open for online registration
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register@uvcs.uvic.ca or +1 (250) 472-4747
One of the primary functions of a financial planner is to provide guidance to clients on how best to accumulate and preserve wealth. The planner plays an invaluable role in helping clients choose the proper investments in which to invest their hard-earned savings not only to maximize returns but also to manage risk and address financial goals.
The Strategic Investment Planning Course offers a comprehensive look into the varied investment vehicles a financial planner may use as part of building a client’s portfolio.
The course begins with an overview of the investment planning process and personal-use assets such as the family home. This is followed by a detailed look at specific investments including bonds and debentures, common and preferred shares, financial derivatives, mutual funds and tax-advantaged investments.
Investment planning however, involves much more than simply selecting an investment. To address this, the Strategic Investment Planning Course also deals with the tools that a financial planner must possess to make a proper evaluation of an investment and its suitability to his or her clients such as fundamental and technical analysis, investment theory and financial economics.
Topics covered in this course include: