Access to cutting-edge industry knowledge and practices.
Comprehensive training designed to meet professional needs.
Fulfill compliance requirements while acquiring valuable skills.
Ongoing updates to course content for relevant industry trends.
Sample Certificate
What You’ll learn
Strategic investment planning isn't a luxury—it's a necessity. In an unpredictable financial landscape, sound investment strategies are crucial to safeguarding assets, ensuring steady growth, and securing a prosperous future.The Certified Investment Strategist (CIS) course is designed to refine your investment strategies for sustainable financial growth. This course covers essential topics such as calculating value at risk for investment portfolios, tailoring investment products to meet individual financial goals, analyzing market trends and execution processes, and customizing risk assessment plans for client profiles. Unveil your financial potential and switch to a high-growth career in investment today.
Get Deeper Understanding of:
Know how to Calculate value at risk for an investment portfolio.
Tailor Investment Products to Individual Financial Goals.
Analyze Market Trends & Execution Processes.
Customize Risk Assessment Plans for Client Profiles.
Recommended For:
This Certification course is designed for professionals such as CPAs, PFS, and Others who want to enhance their knowledge and skills, in various aspects of investment management, including asset allocation, risk management, and financial planning.
Individuals aspiring to advance their careers in investment management and seeking recognition for their expertise in analyzing financial markets and evaluating investment opportunities will find this course invaluable.
Professionals in investment management roles including investment advisors, portfolio managers, financial planners, and wealth managers can enhance their analytical skills, broaden their understanding of financial markets, and refine their ability to evaluate investment opportunities effectively.
Why take a “Certificate Course in Investment Strategies” with myCPE?
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Investment Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Certified Government Financial Manager (CGFM)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Certified Wealth Strategist (CWS)
1 CE
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Long-Term Investments for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
CPA - Ireland
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
Finance for
CIPM
1 PL
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Investment Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Certified Government Financial Manager (CGFM)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Certified Wealth Strategist (CWS)
1 CE
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Long-Term Investments for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
CPA - Ireland
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
Finance for
CIPM
1 PL
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
On Demand (video)
Provide lessons on how markets work and how they actually set prices.
Identify whether passive or active strategies should be used.
Refrain from making the mistake of confusing information with value-relevant information.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.
Instructors
Anna Knight
Founder, Simplicity Financial
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach region. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.
Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking, and the American Bankers Association's (ABA) Commercial Lending School. His school, conference, and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA. He worked with RMA to develop, implement, and teach its Critical Thinking course.
Dev has written about credit risk management, financial analysis and related subjects for the ABA's Commercial Insights, the Risk Management Association's RMA Journal, the IMA’s Strategic Finance and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board. He represented the banking industry as a member of the Financial Accounting Standards Board’s Private Company Council, which reviews and recommends changes to existing and proposed generally accepted accounting principles that make them more cost-effective for privately held companies. Finally, he has consulted on credit risk issues with banks in Morocco, Egypt, and Angola through the US State Department's Financial Service Volunteer Corps (FSVC).
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.
He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.
CEO and Leadership Change Expert, Stevens Performance
Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy.
A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand:
Effective Social Security coordination
Retirement income strategies
Wealth-building techniques
Creating financial longevity and legacies
Who Drew Really Is
Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives.
Erik served as the head of listed derivative operations for the Tokyo branch of a major U.S. investment bank and later became the market risk manager for a value investing global equity long-short hedge fund in the U.S. He started Framework to give serious investors an intuitive grasp of these powerful financial instruments after the publication of his book, The Intelligent Option Investor.
Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.
She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.
Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.
She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
From 1996-June 2024 Larry was the Head of Financial and Economic Research, Buckingham Wealth Partners where he spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. He is now an independent consultant to registered investment advisory firms and investment management firms.
Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored eight more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011), “Think, Act, and Invest Like Warren Buffett” (2012). And “ Enrich Your Future”(2024)
He has also co-authored nine books about investing. His latest work, “Your Essential Guide to Quantitative Hedge Fund Investing 1st Edition,” was co-authored with Marat Molyboga and published in January 2023.
He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.
Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives, The Evidence Based Investor, and Alpha Architect.
Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York
Peter has over 35 years’ experience in the financial markets and has managed treasury operations in financial institutions including Barclays, BNP, Ulster Bank and ACCBank.
Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for a number of financial institutions. Throughout his banking career he advised clients on best practice with regards their treasury operations and has continued this work as a consultant.
As chief dealer and subsequently general manager of treasury, pensions and investments he became expert in structured finance, funding, trading, investments and risk management.
Peter’s economic analysis and expertise about the financial markets, is highly sought after by the Irish and international media. His direct manner, alongside his honest and clear assessments of present economic conditions, makes him very popular with the general public and the media alike, he features regularly on RTE, TV3, BBC World, RTE Radio, Today FM and NewsTalk.
Founder & CEO, The Real Estate Whisperer Financial Planning and Education
Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.
As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.
Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.
Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.
Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.
Shawn McCabe, MSA, MBA, CFP® has received the most votes as myCPE - Most Promising Personalities in Accounting 2021 and hence we are glad to announce him as the winner in this category for this year.
Here’s more information about his background.
After serving ten years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007.Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that time, he and his clients became an invaluable part of each other’s lives. They relied on him to get them through the worst markets in years. He learned more about life, trust, perseverance, and the undeniable need for clients to have genuine and executable plans.
As a Financial Advisor and the CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and
profession are aligned. He gets to enrich and grow the CPAlliance™ program by helping CPAs become CPA financial planners and teach them how to help clients
achieve or protect their financial independence. His ability to understand and breakdown the most complex problems, along with his broad professional
experience, uniquely equips him to be the perfect coach, mentor, and trainer for the CPAlliance™ members, as well as, advise clients on how to achieve and
protect their financial independence.
When he’s not helping CPAs and clients plan and execute, he can be found spending time endurance training (or
binge watching the next great Netflix series) with his wife Amy, playing guitar, and singing worship tunes with Emma, watching Isabella make pyramids with her water ski team, or rooting Ethan on as he plays Lacrosse for his high school.
Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He earned a
Certificate in Financial Planning from Florida State University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011.
Stefan Sharkansky is the
Founder and creator of Personal Fund and a former instructor at UC Berkeley and
UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford
University and a Ph.D. in Statistics (econometrics) from the University of
Washington. His personal research on low-cost and tax-efficient investing led
him to develop the mutual-fund and ETF cost-analysis and portfolio-building
tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and
publications such as The New York Times, Barron’s, Forbes, the Wall Street
Journal, and USA Today. With his background as an academic, developer, serial
entrepreneur, and former improv-comedy performer, Stefan is skilled at
presenting complex topics in an accessible and useful format to help financial
professionals better manage their clients’ portfolios.
More than forty years
of practice in tax planning, estate and trust administration and planning,
personal financial planning and accounting have given Warren an extraordinarily
deep understanding of personal finance. At his New York City firm, Adelman,
Katz & Mond LLP, his clients, who include primarily high net worth
individuals, entrepreneurs and sole proprietors, benefit from his particular
expertise in tax law, its applications and implications for individuals. Warren
is an adjunct professor of accounting and taxation at Long Island University,
New Jersey City University, and Rutgers Business School. He has spoken at the
Institute of Management Accountants, both the New York and Long Island chapters
of Financial Planning Association, the New York State Society of CPAs, New York
University, and Lorman Educational Services. In addition, he is an accomplished
author, and has regularly contributed to publications the experts rely on, like
Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal.
Warren has been very active in professional organizations, and has frequently
been elected as president, board member or committee chair. Warren is a fan of
local sports teams. He also likes to read biographies and books on
current events. He and his wife, Susan, live in Langhorne, PA. They have two
children, Sam and Robin, and a granddaughter, Reily
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Discover Why We’re the Preferred Choice!
Elevating My Ability as a Portfolio Manager
“I've been a portfolio manager for over a decade, and I can confidently say that the investment strategies course exceeded my expectations. The depth of knowledge shared and the practical applications provided have truly elevated my ability to analyze financial markets.”
Daniel Brooks, CPA US
Portfolio Manager
Benefiting Career in Investment Management
“As someone looking to advance my career in investment management, I found this course incredibly beneficial. The topics were useful and easy to understand, and interactive discussions augmented my experience.”
Amanda Wilson, CASL
Investment Manager
Comprehensive Course for Financial Advisors
“This course was comprehensive and well-structured. The instructors were highly knowledgeable and offered practical insights that I could immediately apply to my work as a financial advisor. Thanks to MYCPE ONE, I've been able to stay up-to-date with industry trends and advance my career quickly.”
The "Certificate Course in Investment Strategies" covers a comprehensive array of topics essential for investment management professionals. These include understanding financial planning and investment basics, analyzing financial markets, exploring various investment vehicles like stocks and bonds, and delving into risk management principles. Additionally, the course covers crucial skills such as data gathering, communication techniques, and client financial analysis. By enrolling in this course, you'll understand market analysis, investment principles, and portfolio optimization strategies deeply.
The "Certificate Course in Investment Strategies" offers numerous benefits to participants. It equips you with practical knowledge and skills directly applicable to a career in investment management. Whether you're a financial advisor, portfolio manager, or wealth manager, the insights gained from this course will enhance your expertise and credibility in the field. Additionally, networking opportunities provided by the course enable you to connect with industry peers and experts, opening doors to collaboration and career advancement.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70%
in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.
The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.
MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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