Strategic Investment Planning

14 weeks Course

Overview

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.

You may enroll in a Continuing Education course at Canadore College if you are 19 years of age or older or if you have earned an Ontario Secondary School Diploma/Ontario Secondary School Graduation Diploma or equivalent.

Student is required to purchase Text from CIFP (membership is approximately $130.00) which includes access to tests, web page materials, tools and calculator. Hard copy of text is extra.Financial Calculator is required.


Most college level courses require textbooks; textbooks are not included in the course fees. It is the student’s responsibility to purchase any required textbooks.

Textbooks are available at the Campus Shop for in class, Contact North, and iLearn/D2L courses. The Campus Shop does not carry most OntarioLearn textbooks. OntarioLearn textbooks can be purchased at www.textnet.ca.

Learning outcomes represent culminating demonstrations of learning and achievement. In addition, learning outcomes are interrelated and cannot be viewed in isolation of one another. As such, they should be viewed as a comprehensive whole. They describe performances that demonstrate that significant integrated learning by graduates of the program has been achieved.