Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

American Institute of CPA's

Portfolio Management

Get up-to-date on the latest standards, including accounting, auditing, preparation and review.

Available format

Online ( 2020 )

Product Description

Excellent portfolio management is crucial for the success of the client's investment plan. In this two-part self-study course narrated by Tom Tillery, you will learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio and completing the investment research necessary to ensure compliance with the investment policy statement. Updated for the Tax Cuts and Jobs Act of 2017, this course examines the implementation phase of the investment planning engagement, including: Investment manager selection Research organizations Portfolio management basics. In addition, the following key concepts of portfolio management are covered in part two of this module: Time value of money The relationship between portfolio return and risk Modern portfolio theory The efficient markets hypothesis Market indexes

  • Investment manager selection
  • Research organizations
  • Portfolio management basics

  • Apply Statement on Standards in Personal Financial Planning Services No. 1 to an implementation engagement
    Recognize the criteria to be met in the selection of an investment advise
  • Identify the primary functions for calculating the time value of money
  • Differentiate among the types of indifference curves
  • Select an appropriate market index as a benchmark for a client’s portfolio

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

$ 79.20



$ 79.20

Credit info

NASBA Field of Study Specialized Knowledge
Availability: 1 year
Level Intermediate
Advanced Prepration None
Delivery Method QAS Self-Study
Course acronym PFP-INV4
Prerequisites Basic knowledge of the areas of personal financial planning (PFP)