PFP Boot Camp: Investment Planning

Description

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
  1. Upon completion of this webcast, participants will be able to:
  2. Describe the three phases in the investment process
  3. Explain the importance of psychology to successful investing
  4. Explain the impact modern portfolio theory has on investing
  5. Critique the efficient market hypothesis, and its implications for technical and fundamental analysis
  6. Compare and contrast stock and bond market indices to include weightings and composition
  7. Create procedures to implement dollar cost averaging
  8. Create procedures to implement dollar cost averaging
  9. Formulate the relationship between a bond's par (face) value, market price, coupon rate, maturity and YTM
  10. Compute your client's holding period and annual compound rate of return on an investment over a specific time frame
Major Topics
  1. Securities markets
  2. Debts and equities
  3. Capital markets
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge and Applications*
3
Who Should Attend
Financial planners preparing for the PFS exam or who need a refresher on PFP skills.
Course Level
Intermediate
Instructor(s)
Thomas Tilery
Prerequisites
Basic knowledge of the area of investment planning.
Location
Online Course
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When
Nov 21, 2016
1:30 pm - 4:15 pm
Location
Online Webcast,
Total CPE Credits
3
Format
Webcast
Instructor
Thomas Tilery

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PFP Boot Camp: Investment Planning


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