Skip to main content
Go
Featured Event
Advanced QuickBooks Tips And Techniques Webcast | 4193600K
December 13, 2019
Webcast
Add to Cart
Learn More
Remember Me?
Magazine
Browse Articles
Current Edition
Archives
Events
Search
Facebook
Twitter
LinkedIn
Log In
Cart
Chapter Events
Find CPE
Donate
Join
Help
Login
Redirecting to cart, please wait...
has been added to the cart.
You have
items(s) in your cart.
Menu
My Account
Overview
My Profile
My Activities (NEW)
My CPE Tracker
My Certificate of Completion
My Communication Preferences
My Transactions / Discounts
My Membership / Open Invoices
My Committees
Members
Overview
My Account
Who We Are
Renew
Benefits
Chapters
CPA Career Center
Leadership
Member Directory
Exclusive Members Savings
Committees & Sections
Technical Resources
Listserves
Products and Services
Firms
Education Foundation
Overview
2017-18 Catalog
New! Find CPE
New! CPE Wizard
Conferences
CPE Weeks
Series
Self Study
Staff Training
Onsite Learning
Ethics Exam
Policies
Pricing
Government Relations
Overview
Grassroots Advocacy
Tracked Legislation
CPA-PAC Q&A
Grassroots Program
Contact Your Legislators
Advocating for CPAs
News
Overview
Hot Topics
California CPA Magazine
Financial Leadership Forum
Newsroom
Peer Review
Overview
Peer Review: Firm Resources
Peer Review Reports
Peer Review: Reviewer Resources
CPA Job Board
Overview
Search for Ads
Place an Ad or Résumé
Classified FAQs
Manage Ads
Ad Rates
Resources
Overview
Find a CPA
Ask a CPA
Media Kit
Financial Literacy
Good4Business
Disaster Recovery
CPA License Lookup
Licensure
Governmental Accounting White Papers
Events Search
Home
Events and Programs
Product Details
Print
Email
Share
Personal Financial Planning Update: Investment Update | PFPUIVOD16
Add To Cart
Product Code :
PFPUIVOD16
Format :
On-demand
Level :
Intermediate
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 :
None
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>
Powered by Azure Servers