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06/23/08 - CRPC to CFP4 Bridge Online Mentor begins for June
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06/23/08 - CRPC Online Mentor Program begins for June
These online instructor-led classes for >>more

06/23/08 - CRPS Online Mentor Program begins for June
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07/08/08 - Foundations/RP Online Mentor Program begins for July
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07/08/08 - CFP Online Mentor Program begins for July
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07/28/08 - CRPC Online Mentor Program begins for July
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06/24/08 - CRPC Online Mentor Review begins for June
This online instructor-led review for the CRPC >>more

07/29/08 - CRPC Online Mentor Review begins for July
This online instructor-led review for the CRPC >>more

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Asset Management CE

Three high-level professional designations are offered under the asset management umbrella at the College:

As a graduate of our asset management programs, you are equipped to help clients grow, preserve and transfer their wealth and investments. This assortment of CE courses will help expand your horizons with information on such topics as Asset Allocation, The Economic Environment and Security Markets.

Price: $35 per package

Package Options
CE Credits
Asset Management Package #1  
   Other Packaged Investment Products
2.5
   Asset Allocation
4
   Features of Fixed Income Securities
1.5
 
8 Total
Asset Management Package #2
 
   The Economic Environment
2
   Security Markets
2
   Equities & Debt Instruments
2
  Investment Principles & Mutual Funds
2
 
8 Total
Asset Management Package #3
 
   Selecting a Mutual Fund for a Client
5
   Introduction to Mutual Funds
3
   Open- & Closed-End Funds: Types & Characteristics
3
 
11 Total

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