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

American Institute of CPA's

    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    1 year

  • Level


  • CPE Credit


  • Course acronym


  • Prerequisites

    Basic knowledge of the areas of personal financial planning (PFP)

  • Course duration

Portfolio Management

SKU: PFPINV_17D_1 Category:
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
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blankTopics discussed

  • Investment manager selection
  • Research organizations
  • Portfolio management basics

blankLearning objectives

  • 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

blank Who will it benefit?

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