Event Date
Saturday, March 16, 2013
Event Location
UNF Herbert University Center
12000 Alumni Drive
Jacksonville, FL
Customer Care Team, or

This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.

New Format:

•Week 1: Friday, 6 - 10 p.m. and Saturday, 8 a.m. - 5 p.m.

•Week 2: Friday, 6 - 10 p.m. and Saturday, 8 a.m. - 5 p.m.

•Week 3: Saturday ONLY, 8 a.m. - 5 p.m.

•Week 4: Saturday ONLY, 8 a.m. - 3 p.m.

For more information on the Certified Financial Planning program, please visit us online at

Tags: University of North Florida, Division of Continuing Education, Finance, Investing
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