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Advisor’s Guide to Investment Planning#295825

Online Book, Online Exam

$199.00

Hardcopy Book, Online Exam

$229.00

Course Option

Credit

Amount

CPA

CFP^®

Course Author: National Underwriter Company Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Investment Planning

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 8/1/2024.

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.