Course Detail: CE--EOI - The Essentials of Investing
Understand the fundamentals and selection process of various investments such as stocks, bonds, mutual funds, exchanged traded funds, closed end funds and annuities. Learn how to diversify and complement the most important investments in your life. Increase your knowledge of retirement plan options, your portfolio, and what problems to avoid.

Brian Martz, CFP, CIMA

Cancellation Policy
We will refund 100% of your registration fee if the class you wish to take is full or if the class is cancelled. A student who withdraws a minimum of 24 hours prior to the first class will receive a registration refund less 15%. Failure to attend class does not constitute withdrawal. All withdrawals must be received in writing and postmarked prior to the first class meeting. No refunds will be issued after the first class meeting.

Available Sessions