| Course Title |
|
The Investment Planning Process and the Role of Brokers |
| Course Category |
|
Online |
| Target Audience |
|
Individual, professional and institutional investors |
| Continuing Education |
|
MX CE (1)
IQPF 04-06-0017 (1 CE credit - Level 2)
CSF 4-06-50017 (1 CE credit)
|
| Prerequistes |
|
None
|
| Objectives |
|
Provide novice investors with basic information on the securities market
|
| Subject by level |
|
|
| Topics |
|
The investment planning process and the role of brokers
- Determining your investor profile - Preparing an investment strategy - Portfolio monitoring and evaluation - Adjusting the portfolio - The role of the securities broker - How to choose your broker - Brokerage firms - Trading Cost - Investor protection |
| Duration |
|
This online course is equivalent to an in-class course with a duration of 1 hours. Online courses are self-paced, and the time necessary to complete each course will vary with each student. |
| Time to comple the course |
|
The access expires 6 months after purchase. |
| Date |
|
Available now |