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HS328 – Investment Planning

(1 customer review)

$50.00

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

Availability: Immediate access to digital content (no printed study guide)

 

Effective May 15, 2024, BigDaddy U will no longer be offering CLU® or ChFC® study materials for sale on our website.

Any customers who purchase CLU® or ChFC® study materials before May 15, 2024 will have access to all online content, including the Test Banks, Practice Exams, and videos, through at least April 2025 (most likely longer).

 

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.

 

 

Features

  • PDF of Module Outlines & Study Sheets
  • Streaming video and MP3s of classroom-based lectures
  • Online Test Bank with over 360 multiple choice questions, organized by module
  • Online Practice Exam with 100 questions
  • Handouts

 

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: , ,
Description
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.
Features

  • PDF of Module Outlines & Study Sheets
  • Streaming video and MP3s of classroom-based lectures
  • Online Test Bank with over 360 multiple choice questions, organized by module
  • Online Practice Exam with 100 questions
  • Handouts
Reviews (1)

1 review for HS328 – Investment Planning

  1. Anthony P

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

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