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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Asset Allocation
New 4th Edition!

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Credits:
CFP®: 15

Licenses:
CFP
PACE

A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.

This course is based on the book Asset Allocation: Balancing Financial Risk, (4th Edition) by Roger Gibson, CFA, CFP®

About Asset Allocation
In the new fourth edition (publ. 1/2008), Roger C. Gibson compiles new data that strengthen the case for the multiple-asset-class investing strategy that he has advocated since his landmark work was first published in 1990. Gibson's work unites theory and practice, the art and the science of asset allocation.

This book is written specifically for financial advisors. Learn how to apply historically tested asset allocation principles in your practice as outlined in this widely read book. Gibson explains how to design a long-term portfolio that actually has the potential to outperform its parts– while minimizing overall risks–no matter what the market environment.


Beacon Hill e-Exam

When taking the exam for this course, you have the option of using our new e-Exam electronic exam-answer sheet, which can be downloaded from the Resources page of our Website (course #121). You complete your exam on your computer using the electronic PDF form and, with the click of a button, Email it in for prompt (within thirty minutes) grading. You will receive an Emailed response with your certificate attached. (If you prefer, you can use the faxable answer sheet that is included with the course.)

Course Information 

What's Included
Book (366 pages), exam, answer sheet, grading, certificate of completion, reporting to CFP Board.
Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page.

Additional CE credit Information
CFP® and PACE credit available in all states.

Field(s) of Study: Investment Theory and Strategies (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print.  



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Don't forget: Get 18% off when you order 3 or more courses!

Price:  $149.00

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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.
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 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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