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-ExamWhen 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 IncludedBook (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 InformationCFP
® 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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