Online Instructor-Led MENTOR Course with Study Materials: 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions.  All lectures are recorded and are available up to four weeks after your last day of classes.  Includes enrollment fees, tuition, and materials covering the following topics:

  • The Asset Management Process
  • Investors, Policy & Change
  • Risk, Return & Investment Performance
  • Asset Allocation & Selection
  • Investment Strategies
  • Taxation of Investment Products
  • Investment Opportunities for an Individual’s Retirement
  • Investment Considerations for Small-Business Owners
  • Deferred Compensation & Other Benefit Plans for Key Executives
  • Insurance Products for Investment Clients
  • Estate Planning for Investment Clients
  • Regulatory & Ethical Issues for the Investment Professional

These printed study materials are enhanced with online support materials, which include text and MP3 audio files covering the topics as well as supplemental study questions.