This course introduces students to investment planning in the personal financial planning process. It is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration. This course introduces students to investment planning in the personal financial planning process. It is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration. 

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Course Pre-requisites
(optional) OLLI Membership

August 26, 2026 to November 11, 2026, Adams Hall, Rm 114 (7 seats (70%) remaining)
January 20, 2027 to April 7, 2027, Adams Hall, Rm 114 (10 seats (100%) remaining)