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Webcast: Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing (CASBMF15)
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Learn the fundamental steps of constructing diversified portfolios; how to use fixed income to make money and reduce portfolio volatility; and when to use mutual fund managers to give you exposure to asset classes outside your areas of expertise.

11/9/2015
When: 11/09/2015
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Patrick D. Powers, CPA, PFS, CFA


Online registration is closed.
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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Basic
Vendor: CalCPA
Category: Administrative Practice
Prerequisites: None
Advanced prep: None

Who should attend: CPAs who invest for their clients or themselves and anyone who wants a solid working knowledge of the investing world.

Learn the fundamental steps of constructing diversified portfolios; how to use fixed income to make money and reduce portfolio volatility; and when to use mutual fund managers to give you exposure to asset classes outside your areas of expertise.

Objectives

  • Identity practical tools and templates to help you build investment portfolios for yourself or your clients.
  • Determine how to pick stocks, bonds, mutual funds and ETFs, and learn how these selections affect portfolio returns.
  • Recall key investment principles to help you meet your goals.
  • Recognize how to pro-actively monitor and evaluate your portfolio.


Major Topics
  • Portfolio construction and stock selection, monitoring and evaluation
  • Asset allocation/diversification
  • Market sectors
  • Reducing volatility
  • Fixed-income fundamentals
  • Mutual and exchange traded funds
  • Performance calculations
  • Benchmarks
  • Choosing investment managers

 



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