Core Curriculum, CFP, and Finance & Insurance

Unit 4 - Investment & Insurance Tools (Self-Study)

Course by: Business Career College

SKU: CFP-4101-4

Description

Unit 4 starts to dig into the "Tools" of a financial planner, by looking at concepts in insurance and both basic and advanced investing.

Course Outline

  • Stocks and Bonds
  • Investor Behaviour
  • Risk and Portfolio Construction
  • Derivatives, Shorts, and Advanced Investment
  • Pooled and Managed Investments
  • Risk and Insurance Contracts
  • Life, Living Benefits, and Property and Casualty Insurance
  • Taxation of Insurance and Liability Insurance
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes