Investment Planning

The central purpose of investment planning varies throughout a client’s life. At one point, the goal may be to accumulate wealth, at another to conserve wealth, and at another to produce income. A financial planner’s role is to develop, implement and monitor a long-term investment strategy to help client’s achieve their objectives. This module will describe how a client’s unique situation may influence investment strategy, identify five common investment objectives and explain step-by-step process for developing an investment strategy.