Investment Planning (FP III)



Financial Planning is one of the fastest growing career paths and the CFP® certification is one of the most recognized and sought-after certifications. Pace University's Financial Planning Certificate Program is recognized by the Certified Financial Planner Board of Standards, Inc. Our program meets the educational requirements set by the CFP Board and prepares students to take the national CFP® Certification Examination. 

There are seven required courses within the program:  Fundamentals of Financial Planning; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning & Employee Benefits; Estate Planning; and Capstone in Financial Planning.
Investment Planning (FP III)

Start Date: Wednesday, March 12, 2014

Early Registration Fee:  $715.00
After February 14, 2014: $790.00
Location: 1 Martine Avenue, White Plains, NY

Start Date: Wednesday, June 18, 2014

Early Registration Fee:  $715.00
After May 23, 2014: $790.00
Location: 1 Martine Avenue, White Plains, NY










  Remember to use discount code DISC75 to receive your $75 tuition discount per course if you register on or before the early registration date.


Course Description

Students will learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.

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You Will Learn To

Characteristics, uses and taxation of investment vehicles
Types of investment risk
Quantitative investment concepts
Measures of investment returns
Asset allocation and portfolio diversification
Bond and stock valuation concepts
Portfolio development and analysis
Investment strategies


Who Should Enroll

Professionals, college graduates, career changers who want a career in financial planning or individuals who want to learn about the financial planning process for their own personal use. This certificate program is designed to fulfill the educational requirements necessary to sit for the Certified Financial Planner™ certification examination.


Course Format

One night a week for 11 weeks. 6 pm – 9:30 pm, unless otherwise noted. 

Instructor-led.  Our instructors are all working in their field, bringing their professional experience and connections to the classroom.

Early Registration Fee: $715.00

Standard Fee: $790.00

Qualifies for 38 CPE credits

Location: 1 Martine Ave, White Plains, NY 10606



Please contact us at (888) 561-7223 or


This is a great course not only for the CFP® professional candidate but also for the CPA looking for CPE credit or even the most experienced financial advisor looking to brush up on his/her knowledge. You will dive deep into the Modern Portfolio Theory, Fixed income market fundamentals, economic cycles, portfolio evaluation, and valuation Methods. The course will cover mandatory CFP Board topics and the teacher will offer additional topic tie backs into applications during everyday planning.

The course will also cover all of the equations and formulas that the CFP Board requires. Students will leave the course with a strong comprehension of Beta, Standard Deviation, Alpha, duration, and Sharp Ratio’s.
You will need a basic understanding of a financial calculator (example: HP-12C) and financial markets.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.