Personal Financial PlanningSchool/Trainer:New York City, New York, United States
Course format: Classroom
Discussion of the principles underlying wealth accumulation and exploration of the options available to the individual investor. Such topics as behavior of various capital markets, asset allocation, risk analysis, and portfolio management will be included along with an exploration of the techniques of some of the great investors of this century. The course will also cover retirement planning, tax-advantaged investments, and shifting family income. An understanding of political, economic, and taxation cross-currents is critical to proper planning and therefore will be discussed. ...
Elements of this syllabus are subject to change.
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Phone No.: 646-312-1000
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Personal Financial Planning