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Asset Allocation-Balancing Financial Risk  #142116



Course Details, Learning Objectives, Table of Contents

Credits
CFP® 14.0

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Course Description

About Assett Allocation: Ballancing Financial Risk 
This is a Beacon Hill Course-in-a-Book® – self-study CE courses that are based on popular industry books written specifically for financial advisors.

In Asset Allocation: Balancing Financial Risk, Roger Gibson, CFA, explains how financial advisors can apply historically tested asset allocation principles in their practices. Grounded in the principles of modern portfolio theory, this fifth edition of his investing classic explains how and why asset allocation works. Gibson demonstrates how adding new asset classes to a portfolio improves its risk-adjusted returns and how strategic asset allocation uses, rather than fights, the forces of the capital markets to achieve financial success.

New topics in this edition include:

  • The success of multiple-asset-class investing during the stock market's "lost decade"
  • Methods for forecasting long-term asset class returns and the limitations of prediction
  • The dangers of market timing and the challenges involved in tactical asset allocation strategies--with insights from the field of behavioral finance
  • Observations from the Global SIDONI Financial Crisis of 2008 and what it means for the multiple-asset-class investor.  

Course Information
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Course Text:
Asset Allocation: Balancing Financial Risk, by  Roger Gibson, CFA  (5th Ed. 2013)

Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book (or e-Book), you may purchase just the online exam.
The e-Book version of Asset Allocation  is available for this course from the publisher, McGraw-Hill Professional (ISBN 0071804196).
       
Field of Study: Investing
Level of Complexity: Intermediate
This course is registered with the CFP Board (Course ID #196432).

Taking the Exam Online
The online exam is included in the price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly, if applicable.

How To Register Online
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6. Return to "My Account" to view your course and online exam.

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Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Hardcopy Book (mailed), Online Exam Price   $139.00
Online Exam ONLY (You Have the Book) Price   $99.00

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