CFP® Exam Education Module 103 - Investments

	103 - Investments Study Packages
Premium Solution Essential Solution Packages include a choice of Traditional or Virtual classroom instruction.

	CFP® Exam Education Modules
Module 101 - Fundamentals Module 102 - Insurance Module 103 - Investments Module 104 - Income Tax Module 105 - Retirement Module 106 - Estates

Kaplan Schweser's CFP Board-Registered Programs satisfy the mandatory education requirements to sit for the CFP® Exam. Our programs give you the flexibility to choose a delivery format that best matches your learning style and schedule.

Module 103: Investment

Module 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals. In this module, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

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