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Author/Moderator: Walt J. Woerheide
Publisher: AICPA
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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
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or

>> Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • 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
  • Textbook: Investments
  • Supplement

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:

In addition to this series, there are a number of Personal Financial Specialist (PFS) credential exam preparation options available to help you pass the exam and obtain your CPA/PFS credential.

If you have any inquiries, please direct them to or call 888-777-7077, option 4.

NASBA Field of Study: Specialized Knowledge and Applications
Level: Basic
Recommended CPE Credit: 20
(CPE included)
Product# 757500013
Availability: In Stock
AICPA Member:$200.00
Your Price:$250.00
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