Webcast: PFP Boot Camp: Investment Planning (WBPFSE615)
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When: 06/15/2015
1:30 PM until 4:15 PM
Where: Webcast
United States
Presenter: Tom Tillery

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Registration Fees
Members $139
Non-Members $174

CPE: 3 hours
Level: Intermediate
Vendor: AICPA
Category: Specialized Knowledge & Applications
Prerequisites: Basic knowledge of the area of investment planning.
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

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.


  • 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