12 Lessons The Market Taught in 2023: Insights for Navigating 2024 1 Credit
Learning mode
Every year, the markets teach investors valuable lessons about successful investment strategies. Frequently, markets revisit and reinforce these lessons from previous years, acting like remedial courses. This is why one of my favorite sayings is that there's nothing truly new in investing; it's all about the investment history you may not be aware of.Â
In 2023, investors were handed 12 crucial lessons, many of them echoing insights from the past. Sadly, numerous investors miss the opportunity to learn from these lessons, continually repeating the same mistakes. This CPE Finance Webinar will meticulously dissect each of the 12 lessons, providing historical evidence and behavioral insights that contributed to these mistakes. Armed with this knowledge, investors can steer clear of such errors in the future.
The information shared in this webinar will arm you with the wisdom needed to avoid the behavioral pitfalls that often derail investment plans. If you find data or unfamiliar terms overwhelming, fear not. I've put significant effort into explaining concepts in the simplest terms possible.Â
Major Topic Covered:
Join this CPE Course it will help you to take significant steps toward becoming a more informed and adept investor.
| License details | Credits | Status |
|---|---|---|
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| Finance for CPA in Canada | 1 CPD | Eligible |
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| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
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| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 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 |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
EM
Far exceeded my expectations. Should be a required course every year to keep everything in perspective.
JK
Larry does a great job of framing the issue and drawing and supporting his conclusions.
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