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CE ITEMS
INVESTMENT PLANNING
CourseAuthorTitle Level CECPEPrice 
1003164Jim Pasztor, CFP®Derivatives I 30$30.00 Description
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1003166Donald Johnson, CFP®Asset Allocation B 30$30.00 Description
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1003185Donald Johnson, CFP®Risk/Return: Part II I 30$30.00 Description
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1003127Jim Pasztor, CFP®Features of Fixed Income Securities B 30$30.00 Description
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1003187Jim Pasztor, CFP®Security Markets and The Economic Environment B 40$40.00 Description
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1005011Peggy Doviak, PhD, CFP®Applied Integral Finance I 10$10.00 Description
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1005020Steve SyrmopoulosValue Investing I 10$10.00 Description
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1005014Phil Kirshman, CFA, CFP®Introduction to Socially Responsible Investing I 10$10.00 Description
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1004107Donald Johnson, CFP®Modern Portfolio Theory and Behavioral Finance A 30$30.00 Description
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1005053Jim Pasztor, CFP®Modern Portfolio Theory and Performance Evaluation A 30$30.00 Description
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1003159Jim Pasztor, CFP®Mutual Funds and Other Investments I 30$30.00 Description
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1003202Donald Johnson, CFP®Taxation of Investment Products I 30$30.00 Description
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1005012Charles Etzweiler, CFP®, MBABehavioral Finance A 10$10.00 Description
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1003193Jim Pasztor, CFP®Real Assets and Foreign Investments I 30$30.00 Description
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1003184Donald Johnson, CFP®Risk/Return: Part I I 30$30.00 Description
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1003133Jim Pasztor, CFP®Security Analysis I 30$30.00 Description
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1003153Jim Pasztor, CFP®Investment Risk and Return A 40$40.00 Description
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1004200Michael Snowdon, MA, CFP®, CMFCRisk Management and Investment Issues for High Net Worth Clients A 30$30.00 Description
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1005019Janet ArrowoodThe “New” Risk Considerations I 10$10.00 Description
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1003147Donald Johnson, CFP®Introduction to Mutual Funds B 30$30.00 Description
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1003188Donald Johnson, CFP®Selecting a Mutual Fund for a Client B 30$30.00 Description
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1005051Michael Snowdon, MA, CFP®, CMFCRetirement Cash Flow Considerations and Investment Strategies I 30$30.00 Description
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1003183Donald Johnson, CFP®Risk, Return and Investment Performance B 30$30.00 Description
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1003165Donald Johnson, CFP®Other Packaged Investment Products B 30$30.00 Description
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1003104Donald Johnson, CFP®Asset Allocation and Selection I 30$30.00 Description
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1003163Donald Johnson, CFP®Open and Closed End Funds: Types and Characteristics B 30$30.00 Description
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1003151Robert E. Pennington, JD, LLMInvestment Considerations for Small Business Owners I 30$30.00 Description
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1003155Donald Johnson, CFP®Investors, Policy and Change I 30$30.00 Description
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1003154Donald Johnson, CFP®Investment Strategies B 30$30.00 Description
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1003216Donald Johnson, CFP®Investment Principles and Mutual Funds B 30$30.00 Description
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1003112Jim Pasztor, CFP®Common Stock Valuation and Performance Measurement I 40$40.00 Description
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1003210Donald Johnson, CFP®Equities and Debt Instruments B 30$30.00 Description
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1005044Jesse Arman, Ph.D.Business Financial Statements Analysis I 20$20.00 Description
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1003205Jim Pasztor, CFP®Valuation and Analysis of Fixed-Income Investments A 30$30.00 Description
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1005015Paula F. de VosInvestor Behavior and Investment Success I 10$10.00 Description
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Notice to Users
 CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.