myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer

Market Volatility – How Can I CYA My CASH When the Market Decides to Turn 1.5 Credits

Market Volatility – How Can I CYA My CASH When the Market Decides to Turn 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Nov 08, 10:00 AM ET

Learning Objective

  • To identify the tolerance a consumer is willing to undertake.
  • To explain and mentor clients on different types of risk.
  • To create and implement a risk assessment plan for every client.

Course Overview

Investors are always concerned about market volatility. In less than nanoseconds one can lose significant income – or can they?

As the volatility of the market increases, market risk also tends to increase. In response, there can be a marked increase in the volume of trades during these periods and a corresponding decrease in the holding periods of positions. Investors listened closely to news reports about markets daily and this can create fear and anxiety when playing the markets.

But is there a better way?

This CPE Finance webinar will guide you on how you can invest and not lose your savings, how you can invest and not have fear, and help you understand what creates market volatility, how to sidestep it, and how to create better income opportunities for long-term gains.

Key Topics covered in this course are:

  • What is Risk?
  • Determine Risk for Clients
  • Types of Risk
  • Systematic & Non-Systematic Risk
  • Create Safety from Financial Risk

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Finance for CPA in Canada
  • 1.5 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321337)

    Valid upto : Dec 31, 2024

  • 1.5 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Investments for Chartered Financial Consultant (ChFC)
  • 1.5 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1.5 CE Credit of Managing investment portfolio for Certified Treasury Professional (CTP)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Investments for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Investment Planning for Certified Financial Planner - Canada (Approval No. 13360)

    Valid upto : May 22, 2025

  • 1.5 CE Credit of Investments for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Investments for Wealth Management Certified Professional (WMCP)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1.5 CE Credit of Common financial investments/ decision types for Certified FP&A Professional (FP&A)
  • 1.5 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 PL Credit of Investment Decision Making for CIPM
  • 1.5 CE Credit of Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360)

    Valid upto : May 22, 2025

  • 1.5 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CE Credit of Risk Management Techniques for Certified International Wealth Manager (CIWM)
  • 1.5 CPD Credit for CPA - Ireland

  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Finance for CPA in Canada
  • 1.5 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321337)

    Valid upto : Dec 31, 2024

  • 1.5 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Investments for Chartered Financial Consultant (ChFC)
  • 1.5 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1.5 CE Credit of Managing investment portfolio for Certified Treasury Professional (CTP)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Investments for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Investments for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Investments for Wealth Management Certified Professional (WMCP)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1.5 CE Credit of Common financial investments/ decision types for Certified FP&A Professional (FP&A)
  • 1.5 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 PL Credit of Investment Decision Making for CIPM
  • 1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CE Credit of Risk Management Techniques for Certified International Wealth Manager (CIWM)

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens| myCPE
Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

AEHI

Arthur Elliott Holman Iii, CFP® (US)

Drew Stevens delivered a very relevant, well-constructed, and practical webinar. I encourage myCPE to offer more of these webinars from Drew Stevens!

RM

Regina Meir, CPA (US)

presenter has thorough knowledge, good story telling, very relevant

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive
mobile app for
our unlimited access
subscribers