Friday, February 15 at 9:00am to 12:00pm
Chiles, Computing Center
925 E 13th Avenue, Eugene, OR 97403
Being able to understand client needs, research investment options, develop an investment plan and communicate the plan to a client are all key elements of the role of a financial advisor. Through this short course, you will practice both the hard and soft skills necessary for this process, including using Morningstar Direct, an investment analysis platform built for asset management and financial services professionals.
Using mock client data, you will: