Demystifying Securities: Your Guide to Investment Instruments 1 Credit
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Dec 30, 2024 | 04:00 PM
ET
Financial instruments are essential tools used by individuals, businesses, and governments to manage their financial risks, raise capital, and invest funds. These instruments provide various opportunities for investors to diversify their portfolios and achieve their financial goals.
In this CPE Course, we will delve into the world of financial instruments, exploring their types, functions, and key features. From the dynamic realm of stocks to the stability of bonds and the strategic landscape of derivatives, we cover it all.
This online CPE webinar will break down complex concepts into digestible insights, ensuring that attendees leave with a newfound clarity on how different securities function. Whether you're a seasoned investor or just stepping into the world of finance, this webinar caters to all levels of expertise. You'll discover how to make informed choices that align seamlessly with your financial goals, paving the way for a more secure and prosperous financial future.
Major Topics Covered:
Join this CPE Finance webinar for a transformative experience that will empower you to navigate the world of securities with confidence and precision. Don't miss this opportunity to expand your financial acumen and make strategic investment decisions.
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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.
MH
I love how clearly everything was explained. A very approachable intro to these investments!
NS
Helpful refresher and added knowledge on investment instruments.
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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 - fastest in the industry.
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