Unit 4 - Investment & Insurance Tools (Textbook & Learning Activities)
Description
Unit 4 starts to dig into the "Tools" of a financial planner, by looking at concepts in insurance and both basic and advanced investing.
Course Outline
- Stocks and Bonds
- Investor Behaviour
- Risk and Portfolio Construction
- Derivatives, Shorts, and Advanced Investment
- Pooled and Managed Investments
- Risk and Insurance Contracts
- Life, Living Benefits, and Property and Casualty Insurance
- Taxation of Insurance and Liability Insurance
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes
Also available in
Courses for the CFP Core Curriculum & Advanced Curriculum
$1,600.00 CAD
