CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Investment Planning for the Next Decade: Shaping Out 2020

Icon_Level
Basic
Credits
CPE Credits
6 Credits: Taxes

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.

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

Course Specifics

Course ID
20CSFE-LE8208013
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01544-20-I
IRS Federal Tax Law Credits: 6
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1441
CTEC Federal Tax Law Credits: 6

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. 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 Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Investment Planning for the Next Decade: Shaping Out 2020

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$549.00

Availability: 40 in stock

Icon_Level
Basic
Credits
CPE Credits
6 Credits: Taxes

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.

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

Course Specifics

Course ID
20CSFE-LE8208013
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01544-20-I
IRS Federal Tax Law Credits: 6
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1441
CTEC Federal Tax Law Credits: 6

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. 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 Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Investment Planning for the Next Decade: Shaping Out 2020

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$549.00

Availability: 40 in stock