Advisor's Guide to Investment Planning #2958192
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 2/20/2019.
This course presents a comprehensive review of investment planning concepts and investment instruments. It draws together the important topical concepts of investment risk, modern portfolio theory, performance measurement, asset valuation, fundamental and technical analysis, portfolio construction, hedging and option strategies, and the effect of taxation on these strategies in taxable and non-taxable accounts.
Course, Credit, Reporting, Sponsor Information
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board CE credits are reported weekly, if applicable.
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.
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|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price