Investment Planning
Spring 2025 Special Session
Class Notes
This course is designed to give students an overview of modern portfolio theory and investment analysis. Coursework will cover areas of the investment planning process, including market structure, investment strategies, taxation of securities, securities law, and more.
This program is for those who already have a bachelors degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.
Class Details
Instructor
Instructor Name (static text):
Arbogast, Jaycob A
Location
WWW ONLINE
Class Registration Information
Class #
5143
Course
FINA 851 -
SECT 126
SECT 126
Units
3
Fees
Amount per Unit
- $215 / unit
Capacity
2/40
Class Meeting Dates
01/21/2025 - 05/16/2025
Days
TBA
Times
FINA 851 - SECT 126
Investment Planning
Class:
5143
Units:
3
Fees:
$645.00
M-F
01/21/2025 - 05/16/2025
TBA
Class Notes
This course is designed to give students an overview of modern portfolio theory and investment analysis. Coursework will cover areas of the investment planning process, including market structure, investment strategies, taxation of securities, securities law, and more.
This program is for those who already have a bachelors degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.
Instructor
Instructor Name (static text):
Arbogast, Jaycob A
Location
WWW ONLINE