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Self-Study Continuing Education Courses for Financial Professionals
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Managing a Portfolio of Mutual Funds
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Credits:
CFP®: 10
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 The Complete Guide to Managing a Portfolio of Mutual Funds by Ronald K. Rutherford, CFP®.
About The Complete Guide to Managing a Portfolio of Mutual Funds This book describes the investment strategies that the author used to become one of the country's foremost financial planners. Rutherford's in-depth, well-researched book, complete with more than 100 charts, graphs, and figures, provides powerful ideas that advisors can use to help their clients.
Course Information
What's Included Book (250 pages), exam, answer sheet, 24-hour 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.
How to Order
Order online or by phone (800-588-7039) . To order online:
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Click "Add to Cart."
Discounts and shipping/handling, if applicable, are added during checkout.
Don't forget: Get 18% off when you order 3 or more courses!
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Copyright © 2001 - 2006 Beacon Hill Financial Educators. All Rights Reserved.
144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
info@bhfe.com
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