OntarioLearn Course Details Start at 05/14/2024
To register for an OntarioLearn course visit the Continuing Education website.
Course Details
| Course Title |
Strategic Investment Planning |
| Conestoga Course Code |
OLRN1138 |
| Host College |
Centennial College |
| OntarioLearn Course Code |
CL-CEFN803 |
| Start Date |
05/14/2024 |
| End Date |
08/20/2024 |
| Course Fee |
$409.50 |
| Hours |
42 |
| Pre-requisites |
OLRN1138 Risk Management and Estate Planning |
| Course Description |
In today's fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals. The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios. |
| Midterm Exam Format |
No exam requirement |
| Final Exam Format |
Online-Proctored |
| Final Exam Group |
05/14/2024 |
| Other Evaluation Details |
Tests 30%, Final Exam 70% |
| Minimum Passing Mark |
55 |
| Mandatory Chats |
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| Mandatory Group Work |
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| Other Details |
A financial calculator is required. |
| Platform |
Blackboard |
| Computer Software Requirements |
Student is required to purchase Text from CIFP (membership is approximately $135.00) which includes access to tests, web page materials, tools and calculator. Hard copy of text is extra.Financial Calculator is Required |
| Additional |
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| Textbook Information |
Purchase textbook from CIFP http://www.cifp.ca/Desktop/English/General/Home.asp. No substitutions unless otherwise stated. |
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