Investment Planning | Certified Financial Planning Course | California State University L.A.

Investment Planning

This investment course teaches you how to understand and communicate with clients. You will learn the Time Value of Money (TVM) and how to read, interpret and analyze personal financial statements. You will learn about securities markets, return and risk measures, portfolio concepts and management, and investment planning strategies.

Required Textbooks

Investment Planning

Investment Planning for Finance Professionals
Author’s name	Hirt, Block and Basu
Year of publication	2006
Edition	First Edition
Publisher	Irwin-McGraw-Hill
ISBN Number	0-07-143721-5

Campus Bookstore

Please click HERE to visit the campus bookstore.

©2012 California State University, Los Angeles Online CFP® Certification Education Program | Privacy Policy
5151 University Drive | Los Angeles, California 90032 | United States | (323) 343-6306

Cal State L.A. does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.