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Certified Financial Planner (CFP)

Certified Financial Planner (CFP)

$9.99

$54

This comprehensive course is designed for Certified Financial Planners (CFPs) seeking to elevate their expertise in investment management. Explore advanced strategies in portfolio construction, risk assessment, and asset allocation. Learn to analyze alternative investments and navigate complex market conditions. Gain insights into optimizing tax-efficient investment strategies and providing value-added advice to clients. Elevate your investment knowledge and enhance your ability to guide clients toward their financial goals with confidence.

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Has discount
Expiry period Lifetime
Made in English
Last updated at Tue Jan 2024
Level
Advanced
Total lectures 54
Total quizzes 0
Total duration Hours
Total enrolment 0
Number of reviews 0
Avg rating
Short description This comprehensive course is designed for Certified Financial Planners (CFPs) seeking to elevate their expertise in investment management. Explore advanced strategies in portfolio construction, risk assessment, and asset allocation. Learn to analyze alternative investments and navigate complex market conditions. Gain insights into optimizing tax-efficient investment strategies and providing value-added advice to clients. Elevate your investment knowledge and enhance your ability to guide clients toward their financial goals with confidence.
Outcomes
  • Have advanced knowledge in portfolio construction and asset allocation.
  • Be proficient in evaluating and incorporating alternative investments.
  • Understand advanced risk assessment and mitigation strategies.
  • Be skilled in tax-efficient investing and optimization techniques.
  • Gain insights into market analysis, timing, and behavioral finance.
  • Be well-versed in ethical considerations in investment management.
Requirements
  • Basic knowledge of financial planning principles and CFP certification.
  • Access to a computer or device with internet connectivity.
  • Willingness to commit time and effort to complete course materials and assignments.

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