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Practicum Strategies

Continuing education for funeral service professionals

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CE 17 · Home study

Investment Management

Why most investors trail the market, and how to avoid the same mistakes.

Approved in 28 states and 1 province PDF + online quiz Certificate as soon as you pass

About this course

Studies show the average investor's portfolio gains only about half of the long term results of stock and bonds. The reason - the average investor reacts improperly to fear, greed and market volatility. "Investment Management for Funeral Directors" will teach the necessary components to having a winning portfolio. Every funeral director needs this course to - grow his own investments, understand how to choose and evaluate the investment options within the company's retirement plan understand the investment choices behind either direct or insured pre-need funding.

How it works

  1. Read

    Online or as a PDF, at your own pace. Your place is saved.

  2. Take the quiz

    Online, whenever you're ready. Graded the moment you submit.

  3. Get your certificate

    Download it right away. A QR code lets your board verify it.

Where it's approved

Hours and prices differ by state, because each board sets its own.

State or provinceHoursPriceApproval
Academy of Professional Funeral Service Practice2$201277
Alabama6$6018-24-1277
Arizona2$201277
Arkansas3$3003491
Colorado2$201277
Connecticut2$201277
Delaware2$201277
District of Columbia2$201277
Florida3$30384313
Hawaii6$48—
Idaho4$40—
Illinois4$40—
Indiana4$40—
Iowa2$201277
Maine2$2023-1277
Massachusetts4$40—
Minnesota2$20—
Montana3$30—
Nebraska4$40—
Nevada2$201277
New Hampshire5$50—
New Mexico2$201277
Oklahoma2$201277
Rhode Island2$201641
Saskatchewan2$201277
Tennessee3$3027-355
Utah2$201277
Virginia2$20—
Washington2$201277
Wisconsin2$20APFSP approved

About the author

Rick Huff

Rick Huff attended Xavier University on a Football scholarship. He received his B.S. in 1975 with a major in accounting and an MBA also from Xavier in 1980. Rick started his career with a medical consulting practice in the accounting and tax departments and later joined a CPA firm located in Hamilton, Ohio. After two years in the CPA firm, Rick was employed by DuBois Chemicals, a subsidiary of Grace Chemical, in the corporate accounting department. Taking a managerial accounting position, Rick moved to Lynchburg, Virginia where a friend introduced him to a personal financial planning. After years of studying the financial planning field, Rick joined the practice his friend had started. His credentials include Certified Public Accountant and Registered Investment Advisor. As a member of the American Institute of Certified Public Accountants, he also belongs to the Personal Financial Planning Division of the AICPA. He was a contributing editor to the Financial Planning Section of the Journal of Accountancy and was the personal finance columnist for a number of years to TODAY, the official publication of the Associated Funeral Directors Association. Rick taught the Personal Finance and Investments course for a number of years at a local university and was a co-author of the book The Deferred Compensation Plan. As a frequent speaker and author on the subject of personal finance, he truly enjoys educating the public. Rick is the President and co-owner of Huff, Stuart & Carlton located in Forest, Virginia. Rick is also a member of NAPFA, a professional association of fee-only financial advisors.

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