Course Description

Certified Financial Planner

Jeremy Kisner

Jeremy is a Certified Financial Planner ™, Chartered Retirement Plans Specialist and Certified Estate Planner. He has a degree in Economics from the University of California, Santa Barbara and has received advanced education in risk management, financial planning, and modern portfolio theory through the financial planning program at the University of California, Irvine. He holds the FINRA Series 7, 24 & 63 licenses as well as fixed and variable insurance licenses.He has appeared on CNBC and Fox Business Channel and writes the weekly blog, Surevest Insight. He has also written articles and/or been quoted in dozens of financial publications including The Wall Street Journal, Huffington Post, Barron's, Financial Planning Magazine, Money Magazine, The New York Times and Arizona Republic.

Course curriculum

  • 1

    Financial Fitness - "Ins and Outs of Investing"

    • Lesson 1 - Mutual Funds: Why We Still Use Them

    • Quiz - Lesson 1 - Mutual Funds: Why We Still Use Them

    • Lesson 2 - Investment Time Horizon: Most Common Investor Mistake

    • Quiz - Lesson 2 - Investment Time Horizon: Most Common Investor Mistake

    • Lesson 3 - Bull Market: How Long Can This Last?

    • Quiz - Lesson 3 - Bull Market: How Long Can This Last?

    • Lesson 4 - Stock Analysis: Value Stocks vs. Growth Stocks

    • Quiz - Lesson 4 - Stock Analysis: Value Stocks vs. Growth Stocks

    • Lesson 5 - Socially Responsible Investing Gains Momentum

    • Quiz - Lesson 5 - Socially Responsible Investing Gains Momentum

    • Lesson 6 - Investment Risks That You Don't See Coming

    • Quiz - Lesson 6 - Investment Risks That You Don't See Coming