Conferences Presenting

Bar Harbor Conference
July 15, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Charleston Conference
May 13, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Kauai Conference
November 12, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Key West Conference
June 04, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Naples Conference
October 29, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Nashville Conference
November 05, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Orlando Conference
June 10, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
San Antonio Conference
September 24, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
San Francisco Conference
August 26, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Santa Fe Conference
June 18, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
St. George Conference
May 21, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
St Simons Conference
October 21, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Sunriver Conference
July 29, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Whitefish Conference
August 06, 2020
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Live Event
6
Basic
Taxes
None

Course Description

It’s already 2020 and the investment world is gravitating at a phenomenal speed. Clients are getting caught up in the hype without fully understanding the ramifications. It’s more important than ever to proactively engage with clients on the possibilities surrounding these issues.

This course addresses the rapidly changing world of investment planning and answers marketplace and investor questions with the premise of helping you prepare a sound investment strategy for your clients in an everchanging landscape.

Join course presenter Jeff Rattiner as he examines an investment risk and return analysis for the new decade to determine appropriate investment strategies for your clients. He will also cover investment types that will help attendees tie issues into the objectives identified and defined within the client's financial plan.

The course will help the CPA develop a comprehensive work program format, covering each discipline of investing, while guiding you with practical strategies to help your clients and CPAs of varying risk preferences.



Course Specifics

Taxes
None
LE8208013
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Assessing the marketplace for the next decade
  • Select the right investments in the right situations
  • Developing investment planning strategies to tie into client financial planning objectives
  • Design a portfolio in difficult markets
  • Learn the hype surrounding alternative types of investments
  • Explain modern portfolio theory and whether it is still relevant
  • Define forms of the efficient market hypothesis
  • Explain examples of financial market anomalies
  • Identify the unique complexities in today's marketplace
  • Identify your client's risk tolerance and help establish their expectations through the management of their investment parameters
  • Identify which investment vehicles to use in varying situations
  • Contrast strategies such as modern portfolio theory, efficient market hypothesis, capital asset pricing model, age-based, and others
  • Identify how to build client investment portfolios tied to risk tolerance, time horizon, and market conditions
  • Identify performance measurement tools for evaluating client portfolios
  • Distinguish between bond funds vs. individual bonds
  • Deciphering among equity components by analyzing individual stocks, mutual funds, exchange traded funds, and other equity types 


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