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Investment Planning

  • All levels
  • 18 and older
  • $1,119
  • 36 hours over 12 sessions

Start Dates (0)

  • $1,119
  • 36 hours over 12 sessions
  • Price includes a one-time $20 registration fee
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Class Description

Description

What you'll learn in this investing class:

This course includes a comprehensive review of a variety of investment vehicles, including valuation techniques applied to portfolio management. 

Prerequisite: Financial Planning Process & Insurance Planning (CFP0002) 

Please note: Materials are not included in the tuition fee effective Spring 2015.

Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

Refund Policy

Students MUST submit a detailed written request to withdraw from a course, which CourseHorse will then forward on to the school. The request must state the reason of cancellation.

Refunds or credits are available: Full refund or credit if request to withdraw is made 3 business days before the first class session. 50% refund or credit if request to withdraw is made before the second class session. After the second class session no refunds or credits will be granted.

No refunds or credits will be issued for classes that meet four sessions or fewer. Classes include seminars, intensives and workshops.

All refunds will have a $25 processing fee deducted from the course refund as well as a $20 registration fee ($45 total).

When Baruch College cancels a course, refunds are made automatically. If for any reason the department cancels a session, then a make-up session will be offered.

COURSE WITHDRAWALS 

Students who wish to withdraw from a course must notify the CAPS Office in writing. Failure to complete a course, ceasing to attend class, notifying the instructor of your desire to withdraw, or general dissatisfaction with a course does not constitute a withdrawal and does not entitle you to a refund. Instructors are not permitted OR able to process withdrawals, transfers or refunds.

MAKE-UP POLICY

If a student misses a session, the department unfortunately does not authorize the student to make up that missed session in another section. If the instructor informs the student to visit another section of his class, then that is between the student and the instructor. 

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Baruch College - CAPS

We are now celebrating our 32nd anniversary in providing quality courses, certificates and services to our community. Established in 1978 to serve the New York and international communities with high-quality, professional education and training, Baruch College's Division of Continuing and Professional...

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Baruch College - CAPS

Baruch College - CAPS

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