CFP® CE

FINRA: Investor Trends: Exploring the Changing Investor Landscape (EL-ELC293)

Overview

This course provides information that can help learners understand the changing investor landscape and financial capability among U.S. adults. It examines possible effects of the pandemic as well as data on investor practices, knowledge and information sources. 

Summary Details

Hours

0.5

Price

$18.00

Ratings Pending   (0 Ratings)






Learning Objectives

  • Overview of the NFCS
  • Possible Effects of the Pandemic
  • Characteristics of Investors
  • Financial Capability
  • Demographic Differences
  • Investing Practices
  • Characteristics of New Investors
  • Risk Tolerance
  • Fraud Concerns
  • Investor Knowledge


Designed For:

Registered Representatives 



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Not Available
Provider of Record: FINRA
Provider Number: Approved
Last Reviewed: April 2025
Study Level: Intermediate
Approved For: Firm Element

Exam

Proctor: No
Passing Grade: 70