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Webcast: PFP Boot Camp: Investment Planning (WBPFSE514)
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This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment.

11/18/2014
When: 11/18/2014
1:30 PM until 4:15 PM
Where: Webcast
Presenter: Tom Tillery


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PFP Boot Camp: Investment Planning

 

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment.

 

Objectives:

 

·        Describe the three phases in the investment process

·        Explain the importance of psychology to successful investing

·        Explain the impact modern portfolio theory has on investing

·        Critique the efficient market hypothesis, and its implications for technical and fundamental analysis

·        Compare and contrast stock and bond market indices to include weightings and composition

·        Create procedures to implement dollar cost averaging

·        Create procedures to implement dollar cost averaging

·        Formulate the relationship between a bond’s par (face) value, market price, coupon rate, maturity and YTM

·        Compute your client’s holding period and annual compound rate of return on an investment over a specific time frame

 

Requisite Knowledge: Basic knowledge of the area of investment planning.

 

Advanced Preparation: None

 

Speaker: Tom Tillery

Vendor: AICPA

Field of Study: Specialized Knowledge & Applications

Level: Intermediate

CPE Credits: 3

Yellow Book: No

 

Registration Fees

 

 

Members

$139

CPA Non-Members

$174

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