CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

Investment Planning for the Next Decade: Shaping Out 2020

6 Credits: Taxes
Event Date: June 10, 2020 7:30 am

$549.00

Availability: 48 in stock

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction

Investment Planning for the Next Decade: Shaping Out 2020

Format
Conference
Course Level
Basic
CPE Credits

6 Credits: Taxes
Event Date: June 10, 2020 7:30 am

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.

Show More
Show Less

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
Show More
Show Less

Course Specifics

Course ID
20CORL-LE8208013
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Rattiner Headshot

Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …

Related Courses

No items found