FP 3: Investment Planning

The investment course is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, equity and bond valuation and derivatives.

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You'll Walk Away with

An understanding of how to assess a client’s risk-tolerance level, tax situation, liquidity, and marketability requirements
The ability to determine appropriate investment vehicles for clients

Ideal for

Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
Students interested in a career in financial planning

1 section

Fall 2024
- Section
  001
- Semester
  Fall 2024
- Date
  Sep 16 - Dec 2
- Day
  Monday
- Time
  6:00PM-9:35PM
- - In-Person
- Format
  In-Person
  - In-Person
- Sessions
  11
- Faculty
  TBA
- Location
  Midtown Center

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- Section
  2
- Semester
  Summer 2024
- Date
  May 28 - Aug 6
- Day
  Tuesday
- Time
  6:00PM-9:35PM
- - Online
- Format
  Online
  - Online
- Sessions
  11
- Faculty
  TBA
- Location
  Instructor Led
Tuition $990

Course Details

Additional Information

Have you considered our Certificate Programs?
Certificate in Financial Planning

Fees for required study guides and the online final exam are not included in tuition. Required course booklets and online exams are available for purchase online at dalton-education.com. Click “Student Storefront,” enter NYU for “School” and nyucfp1 for “Password.” Textbooks also may be purchased elsewhere.

Students who complete the seven Financial Planning courses and receive a final grade average of C- or higher, are eligible to receive the Certificate in Financial Planning.

Complete details, additional requirements, and answers to questions students may have can be obtained by contacting the Division of Programs in Business by email at sps.finance@nyu.edu.

FP 1: Fundamentals of Financial Planning/FINA1-CE9940
FP 2: Financial Planning Process and Insurance/FINA1-CE9951
FP 3: Investment Planning/FINA1-CE9959
FP 4: Income Tax Planning/FINA1-CE9960
FP 5: Retirement Planning and Employee Benefits/FINA1-CE9944
FP 6: Estate Planning/FINA1-CE9946
FP 7: Financial Planning Capstone/FINA1-CE9927

Associations

New York State Department of Education - CPE for Accountants (40 50-Minute Hours) - Field of Study: Advisory

FP 3: Investment Planning

You'll Walk Away with

Ideal for

1 section

Fall 2024

Section

Semester

Date

Day

Time

Format

Sessions

Faculty

Location