Personal Financial Planning Update: Investment Update | PFPUIVOD16

Product Code :
Format :
Level :
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.
Field of Interest :
Specialized Knowledge
Prerequisite :
Knowledge or experience in basic investing.
Credits :
2.00 CPE
Description :
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. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.
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
Advanced Prep :
About the Author :
Rattiner Jeffrey H. - <p>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 <i>Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book</i>, and <i>Rattiner’s Financial Planner’s Bible</i>. 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.</p>