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Investing Guidebook  #361924

Course Details, Learning Objectives, Table of Contents

CFP® 5.5

CDFA®:  7.0

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Course Description
Course publication/revision date: This course was updated on 4/24/24.

It can be difficult to earn a consistent return on your invested funds. In the Investing Guidebook, we cover how to set up a structured approach to investing that improves your ability to gain a good return on your investments. It addresses the basic investment types, the sequence of investing activities, individual retirement accounts, and how to invest in stocks, bonds, and funds. It also reveals a number of ways to extract useful information from company financial statements, and how to measure your investing performance. The tips included in this course can be of great assistance in improving your investing skill.

Course, Credit, Sponsor Information  
Open link (above) for Course Details, Table of Contents, and Learning Objectives.
Subject Codes/Fields of Study: CPA: Specialized Knowledge; CFP Board and IDFA: Investment Planning.

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 shipped to you via USPS.

How To Register Online
1. Enter Quantity 
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3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout

Online Book, Online Exam Price   $59.00
Hardcopy Book, Online Exam Price   $74.00

Purchase Option: 
CFP® Credit Reporting Fee:
CFP Board now charges a per-hour fee for credit reporting. You are required to pay this fee if you want CFP® credit for this course. If you are not a CFP Board certificant, select Decline

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