Description: This session will provide an overview of investment risks, qualified versus non-qualified accounts, taxation of investments, investment policy statements, asset allocation and location. This course will also explore investment vehicles such as mutual funds, ETFs, and their fit in client portfolios.
Learning Objectives/Outcomes: After taking this course, advisors will be able to help clients prepare for their financial future through investment planning and investment vehicles.
Instructor: Sterling Raskie
Principle Knowledge Topic: Investment Planning