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Core Curriculum / CFP / Finance & Insurance / English

Unit 4 - Investment & Insurance Tools (Textbook & Learning Activities)

Course by: Business Career College

SKU: CFP-4101-4

Price $250.00 CAD $250.00 CAD
# Seats

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

  • 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