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Introduction to Financial Planning Course
This course provides an understanding of the basic security options available to consumers such as stocks, bonds and mutual funds. Emphasis is placed on mutual fund categories commonly available through company 401-K plans. While this course is not intended to be a financial planning session, it will help educate students about the characteristics, risks, and rewards of investment securities.
- Deposit Accounts and Certificates of Deposit
- Fixed Rate Investments – Bonds
- Growth Investments – Stocks
- Mutual Funds
- Retirement Products, Trusts, and Gifts
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| In-House | Any | Submit Request |
