Self-Study Continuing Education Courses
for Financial Professionals

Managing Investments View Table of Contents [ Print This Page ] Credits: CFP®: 20 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 Managing Investments by Geoffrey A. Hirt and Stanley B. Block. About Managing Investments This course provides financial advisors with a detailed and comprehensive look at stock and bond investing, from how to select appropriate investments to higher level strategies for evaluating a portfolio's risk/return ratio. Every aspect of stock and bond investing is explained, from calculating optimal risk/return ratios to harnessing the unique advantages of exchange-traded funds. Learn how to set targeted investment objectives, how to integrate stocks and bonds to reach those objectives, and how to take advantage of special investment situations to enhance those objectives. Major topics include: Mutual funds - Closed-end versus open-end funds, taxation, tips for evaluating performance Equity investments - Strategies for analyzing economies, industries, companies, and special situations; Fixed-income investments - Professional techniques for valuing bonds and other fixed-income securities; International securities -Strategies for evaluating the risks and advantages of investing in foreign markets. Course Information  What's Included Book (381 pages, published 2004 by McGraw Hill), 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: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Price:  $149.00 Quantity