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Certified Financial Planner - Investment Planning

ID : 76586   
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This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.
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Class Details

6 Sessions
Days of the Week :Multiple Days of the Week :
  Weekly - Fri.  
  Weekly - Sat.  
  Weekly - Fri.  
  Weekly - Sat.  
  Weekly - Sat.  
  Weekly - Sat.  

Location : EpiCenter - Business Development Location : 
  EpiCenter - Business Development.

Instructor : Sondra Seiter 

Class Price: 

$825.00


Registration Closes On
Wednesday, July 24, 2019 @ 2:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
1/10/2020 - 1/10/2020 Weekly - Fri 5:30 PM - 9:30 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter 
1/11/2020 - 1/11/2020 Weekly - Sat 8:00 AM - 5:00 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter 
1/17/2020 - 1/17/2020 Weekly - Fri 5:30 PM - 9:30 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter 
1/18/2020 - 1/18/2020 Weekly - Sat 8:00 AM - 5:00 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter 
1/25/2020 - 1/25/2020 Weekly - Sat 8:00 AM - 5:00 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter 
2/1/2020 - 2/1/2020 Weekly - Sat 8:00 AM - 5:00 PM Clearwater, EpiCenter - Business Development  Map Sondra Seiter