- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Certificate in Financial Planning- Investment Planning
Issued by
NCCU Division of Extended Studies
The investment planning badge is issued to earners that identify various investment vehicles that can be included in a client’s portfolio. Additionally, earners will learn asset allocation techniques and how to evaluate a portfolio’s performance and valuation methods. Successfully passing the Certified Financial Planner - Investment Planning course with a 70 or higher is required. The course evaluation methods include quizzes, a final exam, and submission of a draft financial plan.
- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Earning Criteria
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Identify various investment vehicles that can be included in a client’s portfolio.
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Identify asset allocation techniques and how to evaluate a portfolio’s performance and valuation methods.
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Complete several quizzes and final exam by successfully passing course with a 70 or higher.