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Beacon Hill CPE | Comprehensive self study continuing professional education course on investing for CFP®, CPA, and NAPFA credit | online and print.
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill CPE | Comprehensive self study continuing professional education course on investing for CFP®, CPA, and NAPFA credit | online and print. Advisor's Guide to
Investment Planning
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Recommended CPE Credit:
CFP®: 28
CPA:   44

Licenses:
CFP ®
CPA
PACE

Course Description
(scroll down to order)
This course presents a comprehensive review of investment planning concepts and investment instruments. It draws together the important topical concepts of investment risk, modern portfolio theory, performance measurement, asset valuation, fundamental and technical analysis, portfolio construction, hedging and option strategies, and the effect of taxation on these strategies in taxable and non-taxable accounts. 

Learning Objectives and Course Content   
Open "View Table of Contents" window at top of page.

Publication/revision date: This course was updated on 1/01/2010.
Course text: (699 pages): glossary; review questions, answers, and explanations. 
Authors: Stephan R. Leimberg, Robert T. LeClair, Robert J. Doyle, Jr., Thomas R. Robinson.
Exam and Grading: Included in price. Exam can be taken online or by fax. 
Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase).
Program level: Overview; Course prerequisites: Basic familiarity with investing; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA, :Investment Planning. NAPFA members: download a NAPFA credit-by-subject chart from our Resources page.

CPE Credit, Reporting, and Sponsor Information
CFP®, CPA,  and PACE credit available in all states. CFP® credits reported automatically (if applicable). PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.  
Program Sponsor Information:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: 593.
Individual State Boards of Accountancy requiringcourse-sponsor registration: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349.

How to order/register for this course:
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 how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer).
4. Click "Add to Cart"  and proceed to secure checkout. 

PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page.  First save the course file to your computer, then open it. It can be printed.) 

Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.)

Print Price:  $199.00
Download Price:  $159.00

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CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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