This course covers various aspects of the principles of sound investments and their application to financial planning. Topics include risk analysis, risk reduction through diversification, expected returns of various investments, and the nature of securities markets and investment companies.
In addition, the course examines fixed-income securities (e.g., bonds), common and preferred stock, mutual funds, options, futures, and other investment vehicles, and describes methods of evaluating various investments. Methods of portfolio design and analysis also are covered.
Our Self-Study Bundle provides several study materials to help you earn your designation! You will receive:
These flashcards provide a condensation of the most important key terms and concepts of the course, and are highly effective for the final study process. They are extremely easy to use, as it can be used on your computer or laptop
- Study Guide
This book provides explanations for educational objectives, definitions of key words and phrases, and answers and rationale to review and application questions.
- Practice Exam CD
Our Practice Exam CD gives you the experience of testing on computer - just like the national exam. You can decide to test open book (when answers are shown), closed book, or random questions from all or specific chapters. You can even created timed exams!
Note: This course is required for the CFP® Certification Curriculum and the ChFC Programs, and is an Elective for the CLU Program. It may be taken independently for professional development or in conjunction with other courses to earn the CFP, ChFC, or CLU designations. Click on any of the hyperlinked designations for a full description of that designation program.