Investment Planning Online Course Material, Exams, and Textbook - Textbook

This course material introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Textbook included:

Investment Planning: Concepts and Strategies, 3rd Edition.
ISBN: 978-1-946711-11-3