Self-Study Continuing Education Courses
for Financial Professionals

A Complete Guide to Investing View Table of Contents [ Print This Page ] Credits: CFP®: 18 CPA: 19 Licenses: CFP CPA PACE About A Complete Guide to Investing (Scroll down to order) This course was updated on 3/11/2008. This course covers the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. The principles and tools of investment analysis, asset allocation, portfolio selection, and management also are covered. The course explains what securities are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, and when a particular investment type might be suitable. Course Information and Requirements Author: Jae Shim, PhD. What's Included Course text (214 pages), glossary, chapter review, exam, e-Exam answer sheet with instant grading and certificate of completion (a faxable answer sheet is also included), and reporting to CFP Board (if applicable). Additional CPE credit Information CFP®, and PACE credit available in all states CPA credit not available in AR, FL, MN, MS, SC, TN, or OR. (Credit for these states will be available in late-2008.)  NJ, TX CPA credit: 1/2 stated CPA credit.  CPA credits are measured in accordance with NASBA standards. Field(s) of Study: CFP®: Investment theory, Strategy, and Vehicles; CPA: Management Advisory Program delivery method: Self-study–print or download  Program level: Basic to Intermediate   Course prerequisites: Basic understanding of math: formulas, ratios, etc. Advance preparation: None How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) LOG-IN or OPEN AN ACCOUNT 2. ENTER QUANTITY BELOW 3. SELECT PURCHASE OPTION (Print or PDF/Download) 4. CLICK "ADD TO CART" Discounts and shipping/handling, if applicable, are added during checkout, before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $159.00 Download Price:  $139.00 Quantity  Purchase Option:  Print Version Download Version