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HS328 – Investment Planning

(1 customer review)

$125.00 $50.00

Last Updated: April 2017  – This study aid is not redesigned for the new Personal Pathways courses.

Availability: Usually ships within 1 business day.


These study materials have not been updated to correspond to the new Personal Pathways course. However, they still provide an extremely good overview of the principles of investments. While they should not be used as a sole resource for preparing for the new HS 328 exam, they can help you learn many of the concepts you’ll need to know.


Streaming video, MP3s, Study Guide, Test Bank, Practice Exam, and Study Sheets for the HS328 exam. Provides an overview of the principles of investments, risk, and return.


CLU® and ChFC® are trademarks of The American College.  BigDaddy U is not affiliated or associated with The American College in any way, and The American College does not endorse, approve, support, or otherwise recognize BigDaddy U or its products or services.

SKU: HS328 Categories: , ,
Investment Planning is the BigDaddy University learning package for the HS328 course.
The course provides an overview of the principles of investments, including risk and return calculations and practical issues in managing a client’s portfolio. The course also offers an understanding of various investment products, including stocks, bonds, mutual funds, options and futures contracts.

  • Streaming video and MP3s with over 13 hours of classroom-based lectures
  • Study Guide containing all outlines and module summaries
  • Test Bank with over 360 multiple choice questions, organized by module
  • Practice Exam with 100 multiple choice questions
  • Study Sheets
Additional Information
Weight 3 lbs
Reviews (1)

1 review for HS328 – Investment Planning

  1. Anthony P

    Great way to study for CFP/Chfc. Very helpful.

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