Conferences Presenting

Tucson Conference
November 14, 2018
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Live Event
There are no prerequisites for this course

Course Description

The investment world is accelerating at a phenomenal speed, and clients are getting caught up in the hype without fully understanding the ramifications. This course answers marketplace and investor questions, helping you to prepare a sound investment strategy for your clients in this ever-changing landscape. Join course presenter Jeff Rattiner as he applies a risk and return analysis to determine appropriate investment strategies. 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 you develop a comprehensive work program format, covering each discipline of investing, giving you practical strategies to help clients of varying risk preferences.

Course Specifics

There are no prerequisites for this course

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01208-17-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1162
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Select appropriate investments for particular situations
  • Design a portfolio tailored to difficult markets
  • 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 of 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
  • Compare bond funds with individual bonds

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