Course Description
(scroll down to order)
This course was updated on 4/30/2005.
This course covers Strategic Index Investing; - a comprehensive approach to portfolio management based on the use of exchange-traded index funds, the diversification benefits of asset allocation, the efficiency of indexing, and the flexibility of active portfolio management.
ETFs are explained in detail, including how they work and the many advantages they offer compared to traditional mutual funds and common stocks. Specific strategies are described to help the practitioner construct winning, long-term investment portfolios using ETFs that will succeed regardless of changing market conditions, economic uncertainty, or political climate.
Also presented are investment strategies designed to maximize return and minimize risk and an examination of the pitfalls associated with buy-and-hold investing and traditional mutual funds.
This course covers business continuation planning, including business continuation plan design for the purpose of preserving the business, maximizing business value, minimizing transfer taxes, and facilitating ownership and management transition. Also covered are buy and sell agreements, methods of funding acquisitions, and succession planning.
Course and Credit Information
Author: Richard D. Romey
Course text (191 pages).
Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable).
Program delivery method: Self-study, available in print or download .
Program level: Overview; Course prerequisites: None; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, NAPFA: Investment Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page.
Credit Information: CFP® and PACE credit available in all states.
Course-sponsor number: CFP Board: 1008.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. (Optional) Log-in or Open an Account.
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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", continue shopping or proceed to secure checkout.
PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.
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.
Strategic Index Investing
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.
