CFP® Exam Prep Part 3 Investment Planning Financial Planning

Part 3 Lesson 2 Investment Planning

With CFP ® exam Prep Part 3 Investment Planning we dive into the world of investment planning and learn how to construct and manage investment portfolios tailored to your clients’ goals and risk tolerance. Explore different investment strategies, asset classes, and portfolio management techniques.

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If you are interested in becoming an Registered Investment Advisor, you may also be interested in our other lessons for the Series 65 and the Series 66 Exams

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All of the audio lessons for the Financial Planning Certification Exam Part 3 are available below

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the U.S.
Certified Financial Planner Board of Standards, Inc. owns the CFP® mark, which is used here under fair-use guidelines for exam preparation