| |
|
|
Investment Planning Course
The Investment Planning Course (IPC) helps to bridge the gap between investment planning theory and practice. Attendees are given a practical framework consisting of economics, various instruments and fund types and other typically technical information in accessible and simple language.
It provides advisers with a practical grounding in the process of Investment Planning by introducing concepts such as Dollar Cost Averaging, Rebalancing and Asset Allocation. It helps to build the conviction that Investment Planning is necessary for meeting longer term objectives.
|
|
|
