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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 Real Estate Investment Trusts
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Credits:
CFP®: 18

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 Real Estate Investment Trusts: New Strategies for Portfolio Management by Richard Imperiale.

About Real Estate Investment Trusts
This book provides advisors with a thorough understanding of real estate investment trusts as an asset class:

  • It explains the advantages and benefits of modern REITs – liquidity, low volatility, dividends, professional management, and profits;
  • It describes how to integrate REITs into a portfolio to achieve balance and stability, and to use them as a portfolio diversification tool;
  • It describes how real estate market characteristics, real estate development, and real estate partnerships can affect the overall performance of REITs.

From the publisher
"J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs.

Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio."


Course Information 

What's Included
Book (published 2002 by John Wiley & Sons, Inc., 372 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: Go to 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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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!

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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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