Webcast: Personal Financial Planning Update: Investments (CAPFPUIV16)
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When: 12/16/2016
3:00 PM until 5:00 PM
Where: Webcast
United States
Presenter: Jeffrey H. Rattiner

Online registration is closed.
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Acronym CAPFPUIV16
CPE 2 hours
Vendor CalCPA
Specialized Knowledge
Level Intermediate
Yellow Book No
Prerequisite Knowledge or experience in basic investing.
Who should attend CPAs who want a better understanding of investment markets, the effects of world events, deal with increasing client concerns and develop better investment solutions to a rapidly changing environment.
Members $60
CPA Non-Members $94

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


How do you take stock in a world that is far from secure? Where do you see investments headed in an economy which is anything but stable? This class will focus on how CPAs can read world events, including the upcoming election and political climate, and understand the changes in the investment markets. You'll learn how to solidify an appropriate investment strategy based on risk; help your client stay on top of these potential life altering situations; and how to help your clients understand the intricacies of investment planning.

Materials are provided as an ebook.


  • Determine how to assess a client's risk tolerance and manage expectations by understanding risk/return relationships.
  • Identify why clients invest the way they do.
  • Determine which investment vehicles to use in varying situations.
  • Determine how ot build an investment portfolio.


  • Today's investment marketplace
  • Clients understanding of investing
  • Risk and return relationships
  • Investment vehicle distinctions
  • Investment portfolio design