Course Outline
 

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

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