Personal Financial Planning Update: Investment Update Webcast | 4173174A

Date :
October 5, 2017 1:00 PM - 3:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, CFP 2.00
Show tabs

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.


  • 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 Subjects:

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

Advanced Prep:


Misc. Information:

Save with Discount Programs

Join or Renew Today
Level of Difficulty:
Field of Interest:
Specialized Knowledge

Knowledge or experience in basic investing.

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.


Jeffrey H. Rattiner, CPA, CFP

Jeffrey H. Rattiner, CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book, and Rattiner’s Financial Planner’s Bible. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.

No Agenda or Materials posted.