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PFP Boot Camp: Investment Planning

Type: Video Webcast
Date: November 21, 2016
Time: 01:30 PM - 04:15 PM ET
Recommended CPE Credit: 3
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This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment.

Learning Objectives:

  • Describe the three phases in the investment process
  • Explain the importance of psychology to successful investing
  • Explain the impact modern portfolio theory has on investing
  • Critique the efficient market hypothesis, and its implications for technical and fundamental analysis
  • Compare and contrast stock and bond market indices to include weightings and composition
  • Create procedures to implement dollar cost averaging
  • Create procedures to implement dollar cost averaging
  • Formulate the relationship between a bond's par (face) value, market price, coupon rate, maturity and YTM
  • Compute your client's holding period and annual compound rate of return on an investment over a specific time frame

Field of Study: Specialized Knowledge & Applications
Level: Intermediate
Prerequisite: Basic knowledge of the area of investment planning

Important Information on Your CPE Credit

PFP & PFS Members save even more:
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Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Select the Group Viewing product below and enter the number of attendees in the quantity box.

Price Per Attendee
Number of Attendees
1 - 4
5 - 9
10 - 20

All group attendees must be sitting in the same room in order to obtain CPE credit.

PFP Boot Camp: Investment Planning
November 21, 2016 1:30 PM - 4:15 PM ET
Video Webcast
Product# WC1205653
Availability: Online Access
Live Webcast
AICPA Member:$139.00
Your Price:$179.00
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