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Advisor's Guide to Investment Planning  #2958192

Course Details, Learning Objectives, Table of Contents

CPA 36.0
CFP® 28.0

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Course Description

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, Sponsor Information  
Open link (above): Course Details, Table of Contents, Learning Objectives, Chapter One.
Author: Stephan R. Leimberg, CFP® 
Course Text: Available Program Level of Complexity: CFP Board: Intermediate; NASBA / IRS: Overview
Course Prerequisites:
Intermediate-level familiarity with Investing
Subject Codes/Fields of Study: Investment Planning and Strategies
CPA: Specialized Knowledge and Application

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 printed copies of both, sent via USPS or UPS.

Taking the Exam Online
Online exam is included in 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 and IRS CE credits are reported weekly, if applicable.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
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
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Online Book, Online Exam Price   $179.00
Hardcopy Book (mailed), Online Exam Price   $209.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® 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.
CPE Beacon Hill Financial Educators, Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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