Learn more about the academic programs we are delivering in Summer 2025. If you have any questions about part-time studies, please contact us.
Students will acquire the knowledge required to conduct detailed investment planning. An emphasis will be placed on creating an investment plan for an individual, including determining the individual's risk tolerance, creating a suitable asset allocation and choosing appropriate investments for the individual's investment portfolio, presenting the recommended investment plan to the individual, and completing the administrative forms required to enact the investment plan.