Certificate in Investment Management – Books and Materials

Lecture-based Workbook and Presentation Slides*

* The program's interactive content lectures incorporate Morningstar® Principia® - one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, exchange-traded funds, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, manage client accounts, and propose investment strategies.

Program Details

  • Format: Wednesdays
  • Dates: Feb. 12 - Apr. 1, 2020
  • Time: 7:00 pm - 10:00pm
  • Hours: 21 Hours/ 2.1 CEUs
  • Sessions: 7
  • Location: Florida Atlantic University, Boca Raton Campus
  • Fee: $1,099.00 - Includes materials and parking

 

Contact Us

Robert Munoz
Program Coordinator

phone: (561) 297-2571
email: rmunoz@fau.edu
map: BU (86) 203

©