This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
A financial portfolio is a collection of investments that allow you to understand how to maximize and protect income. People generally believe that stocks, bonds, and cash comprise the core of a portfolio. Though this is often the case, it does not need to be the rule. A portfolio may contain a wide range of assets including real estate, art, and private investments.
On the other hand, Wealth is an accumulation of valuable economic resources that can be measured in terms of either real goods or money value. The issue with many individuals is understanding how to accumulate and protect wealth before distribution.
Major topics included:
This CPE Finance Webinar will provide you with the ins and outs of portfolio theory, how to create it, and how to keep It consistent while understanding some of the risks.
CEO and Leadership Change Expert, Stevens Performance
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.
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
JC
This course was informational. I am really taking into account and learning how the 8 pillars are important and how focusing on them can help individuals financially.
AEHI
Drew Stevens does an excellent job in his presentations, and I look forward to more of his presentations on myCPE.
MM
Drew always keep my attention and provides a great learning experience.
TM
Very well done presentation. Great information.
JC
I highly recommend his seminars.
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