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Webcast: PFP Boot Camp: Investment Planning (WBPFPINV16)
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 Export to Your Calendar 11/21/2016
When: 11/21/2016
12:30 PM until 3:15 PM
Where: Webcast
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF

Online registration is available until: 11/19/2016
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Acronym WBPFPINV16
CPE 3 hours
Vendor AICPA
Specialized Knowledge
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of the area of investment planning.
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $139
CPA Non-Members $179

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


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.


When you complete this course you will be able to:

  • 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


  • Securities markets
  • Debts and equities
  • Capital markets

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