Understand the role of investment planning in developing a comprehensive and practical financial plan for your clients. Learning about the environment in which investment professionals work, offers an opportunity to bridge the gap between them and your personal financial planning clients.

Through real-life scenarios and practical guidance, learn the basics of preparing the personal financial plan, which sets the direction for investing strategy, and how to help select the investment manager, by gaining knowledge about the following topics:

- The regulatory environment, including applicable securities acts and various business models in the investment management process
- Investment vehicles available to your clients
- Investment constraints including time horizon, liquidity, and balancing income and spending needs
- Asset allocation including modern portfolio theory, diversification, and risk issues
- Investment manager selection including criteria for selecting a suitable investment manager, performing due diligence, and sourcing research on investment managers