AWP (Associate Wealth Planner Program) Module 4 - Investment Planning

Having the knowledge to evaluate and choose the right investments is basic to the implementation of a sound financial plan. This module reviews all categories of investments, client assessment techniques, economic factors, risks and return analysis, valuation methods, asset allocation techniques, portfolio management, investment strategies and performance evaluation methods. Please

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September 14, 2020 - 2:00 pm

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AWP Training

Having the knowledge to evaluate and choose the right investments is basic to the implementation of a sound financial plan. This module reviews all categories of investments, client assessment techniques, economic factors, risks and return analysis, valuation methods, asset allocation techniques, portfolio management, investment strategies and performance evaluation methods.

Please call 6533 6121 or email to enquiries@fp-edu.com to find out more!

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