Investment Management and Your Client – Part 1

Learning Objectives:

  • Introduce and explain the 3 types of investment instruments and their respective variations.
  • Explain the major types of investment-product opportunities, and to show the differences between investment saving and wealth accumulation as they relate to wealth accumulation.
  • Explain and illustrate the “Rule of 72”, as it relates to wealth accumulation.
An investment plan being discussed by three people.

Pin It on Pinterest

Share This