Webcast: Personal Financial Planning Update: Investment Update (XCPFPUIV17)
Tell a Friend About This EventTell a Friend
 

How does one take stock in a world that is far from secure? With new heights being attained almost daily, what does one need to do-or not do-to feel comfortable with an investment strategy. Where are investments headed in an economy which is anything but stable? Focus on how CPAs can read world events, including the new presidency and political climate, and understand the changes in the investment markets. Learn how to solidify an appropriate investment strategy based on risk; help clients stay

10/5/2017
When: 10/05/2017
3:00 PM until 5:00 PM
Where: Webcast
CALCPA
4173174A
United States
Presenter: Jeffrey H. Rattiner


Online registration is closed.
« Go to Upcoming Event List  

Acronym XCPFPUIV17
CPE 2 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Intermediate
Prerequisite Knowledge or experience in basic investing.
Adv Prep None
Yellow Book? No
Designed for 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.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other 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.

Course Description

How does one take stock in a world that is far from secure? With new heights being attained almost daily, what does one need to do—or not do—to feel comfortable with an investment strategy. Where are investments headed in an economy which is anything but stable? Focus on how CPAs can read world events, including the new presidency and political climate, and understand the changes in the investment markets. Learn how to solidify an appropriate investment strategy based on risk; help clients stay on top of these potential life-altering situations; and how to help clients understand the intricacies of investment planning.

Materials are provided as an ebook.

Objectives

  • 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 to build an investment portfolio.

Major Topics

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