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Course Description

This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.  

Modules included in this course: 

  • Introduction to Stocks  

  • Introduction to Fixed-Income Securities  

  • Introduction to Pooled Investments  

  • Investment Risks  

  • Buying and Selling Securities  

  • Measures of Investment Returns  

  • Portfolio Management and Measurements  

  • Formula Investing and Investment Strategies  

  • Asset Allocation and Portfolio Diversification  

  • Efficient Market Theory (EMT)  

  • Asset Pricing Models  

  • Time Influence on Valuation  

  • Valuation of Stocks and Bonds  

  • Futures and Option Strategies  

  • Alternative Investments  

  • Taxation of Investment Vehicles  

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338. 

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Enroll Now - Select a section to enroll in
Section Title
Financial Planning Investments
Contact Hours
30.0
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Available for Credit
0 to 3 units
CEUs
3 CEUs
Reading List / Textbook

All required texts are listed below.

To order your books, please use the BU Bookstore.  
 
- Start on the “Find Course Materials” page
- Select Spring '25 On Campus from the Term menu

  • Please note: You must select Spring '25 On Campus even though your course is online and begins during the fall term. This is how the BU Bookstore lists CPE courses

- Select CPE FP from the Department menu  

  • This menu is alphabetical. CPE is directly below COM

- Select 103 in the Course menu
- Select OL in the Section menu
- Click Retrieve Materials

Section Notes

This class ends on January 31, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) The Tools & Techniques of Investment Planning by Stephan R. Leimberg, Thomas R. Robertson, and Robert J. Johnson 5 edition ISBN 978-1588528582
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