Self Study Courses

Investing Someone Else’s Money: The Prudent Investor Rule

Course Level: Intermediate
Written by: Sally Hurme, JD, relying on CEU materials prepared by Lauren M. Underwood, JD, Bingham Farms, MI; Stewart Marshall, JD, Orlando, Fl; Edward Moses, JD, Rollins College, FL; and assistance from Charles Alkire, CFP, Sarasota, FL.
Course Material: Download
Instructions:
  • Read the course material and take the 20-question test below.
  • You will need to enter your payment information before you can submit your test for grading.
  • A passing score is 75%. There are 100 possible points.
  • You will be notified of your test score within two weeks by email. If you receive a passing score, a certificate will also be emailed.
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