OntarioLearn Course Details Start at 05/13/2025
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 |
05/13/2025 |
| End Date |
08/19/2025 |
| Course Fee |
$409.50 |
| Hours |
42 |
| Pre-requisites |
None |
| 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 |
05/13/2025 |
| Other Evaluation Details |
Tests 30%, Final Exam 70% |
| Minimum Passing Mark |
55 |
| Mandatory Chats |
No |
| Mandatory Group Work |
No |
| Other Details |
A financial calculator is required. The final exam will be proctored through The Canadian Institute of Financial Planners virtual university website. Students must achieve a minimum of 60% to pass the exam. |
| Platform |
d2l/brightspace |
| Computer Software Requirements |
PowerPoint and MS Word |
| 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. |
Textbooks
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| Special Instructions |
Student is required to purchase Membership incl Text from CIFP (Approx $130.00) plus applicable taxes |
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