Investment Planning Online

Investment Planning
Online Course

This course provides a broad view of financial concepts and instruments and explores modern portfolio theory. The myriad forms of risk are discussed in great detail with an emphasis on understanding the differences in systematic and unsystematic risk. The investment process is outlined and discussed in the context of an efficient market environment. A key focus of the course is the design and integration of different investment vehicles into a portfolio intended to meet client needs and objectives.

Topics and practice skills include: financial markets, sources of financial information, balance sheets, financial ratios, valuation methods and financial calculations.

Covers the CFP Board’s Principal Knowledge Topics E.33 – 41.
*We advise that you allow at least 10 hours per week per course for adequate course preparation.


Bruce Hagan, CFP® rejoins our CFP faculty. He taught courses in our classroom setting program in recent years. A practicing CFP, Hagan provides investment planning to individuals and small businesses. In addition to his CFP, Hagan received his BA from Florida State University.

Mr. Hagan is currently the president of RAI Investments, an independent full service investment planning firm, in Tallahassee, Florida. He holds the following FINRA licenses: Series 4, 7, 24 51, and 66.

Textbooks and Calculator

Investments: An Introduction, 13th Edition
Herbert B. Mayo
ISBN: 978-0357127957
Published by: Cengage Learning
Available at many online retailers including the publisher, Cengage Learning.

Optional Textbook
Financial Calculator Essentials

Author: Joseph M Gillice, CPA, CFP®
ISBN10: 0-9820884
ISBN13: 978-0-9820884-1-8
Published by: Dalton Education
e-book available at:
Textbook available at:

This textbook will cover the use of the following financial calculators:

  • Hewlett Packard 12C
  • Texas Instruments BA-II-Plus
  • Hewlett Packard 17BII Plus
  • Hewlett Packard 10B II

Financial Calculator: To see an exhaustive list of all the approved financial calculators that can be used on the CFP Board Exam please read the Calculator Policy for CFP® Examination.


While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.

We strongly recommend that students complete Introduction to Financial Planning prior to taking this course.

Basic computer literacy including: the ability to connect to the Internet and navigate the web using search engines and links, the ability to use online communication tools including email and discussion boards, the ability to send and receive email attachments, and the ability to navigate software including saving and opening files to and from specific locations.

Financial Calculator: Extensive use of the financial calculator is an integral part of this course. The student should be, at a minimum, moderately proficient with the calculator prior to taking this course.

Technical Requirements

Browser (most recent version): Firefox, Google Chrome or Safari.

Course Schedule

Traditional Track
May & October

Fast Track
May & December

Course introduction by Bruce Hagan