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PFS credential preparation

Fundamentals of Investments for Financial Planning, 8th Edition Logo aicpa

  Walt J. Woerheide |   Free |   American College |   Jun 2016 |   AICPA Store

Understanding fundamental concepts about investments is important to your client relationships, whether you are providing incidental information to clients, coordinating and advising on their financial plan with other advisers or managing their investments yourself.

This publication addresses the following areas and more:

  • Covers various aspects of the principles of investments and their application to financial planning
  • Discusses risk analysis and risk and return computations
  • Looks at stocks, bonds, investment companies, options and futures contracts
  • Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation
  • Provides many examples of ethical and practical issues in managing a client’s portfolio


PFS Holders/PFP Section Members Save an Additional 20%!

When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Personal Financial Planning Member Section and the PFS credential.

Topics covered:
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Foundational
  • Personal financial planning: Technical: Investment planning: Risk types & assessment, Foundational
  • Personal financial planning: Technical: Investment planning: Asset vehicles, classes & allocation, Foundational
  • Personal financial planning: Technical: Investment planning: Portfolio management, Foundational
  • Personal financial planning: PFS credential preparation