What Advisors Should Know About Fundamental Analysis#195019
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Course Description
Note: This course is being discontued on 12/31/2022. You must pass the exam by that date in order to receive CFP Board credit.
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This is a Beacon Hill Course-in-a-Book™ title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-Book™ title, you have two purchase options:
– Purchase the "Hardcopy Book (mailed), Online Exam" or
– Purchase the "Online Exam ONLY (You Have the Book)" – In this case you already own the book or you will be purchasing the e-Book from the publisher.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book Fundamental Analysis and Position Trading by Thomas Bulkowski (264 pages, 2012, Wiley).
What Advisors Should Know About Fundamental Analysis is a course on value investing and analyzing fundamentals, such as book value, price-to-earnings, and price-to-sales ratios, to see how important they are to stock selection and performance. It also covers position trading, which introduces market timing to help remove the risk of buying and holding a stock over the long term.
Field of Study: Investment Planning
Program Level of Complexity: Intermediate
This course is registered with the CFP Board ( (Course ID #198553).