UPDATED THROUGH 2013 - This course is offered as a partnership with AICPA and The American College. It uses the same material as The American College’s course HS 328, however, the format has been adapted to better meet the needs of CPAs. (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)
This course covers the basic concepts of Investment Planning. It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions.
PFS Holders/PFP Section Members Save – $50 on the course, $15 on the CD, and $20 DVD study aids
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Covers various aspects of the principles of investments and their application to financial planning.
Discusses risk analysis and risk and return computations.
Looks at stocks, bonds, investment companies, options and futures contracts.
Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation.
Provides many examples of ethical and practical issues in managing a client’s portfolio.
Course materials include:
Course book with CPE materials
Optional study aids are also available:
A 5 CD audio review set covering all 14 chapters of the book
A 6 DVD video lecture set covering 10 classes
Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the course #7757500013.
This publication is one of a series of personal financial planning learning opportunities available from the AICPA. This series is designed to provide a solid educational foundation in personal financial planning. The other products in the series are: