Stocks Unplugged: A Holistic Approach to Unique Investment Strategies 3 Credits
Stock Investing Comprehensive Module
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Are you ready to unlock the secrets of successful stock investing, from the basics to advanced strategies?
This course introduces key concepts, including investment outlook, historical returns, basic investing principles, and the influence of human psychology on returns. It also covers practical aspects such as accessing the market through online platforms or financial brokers, fees and charges, and various investment assets like stocks, ETFs, mutual funds, and closed-end funds
In this CPE Webinar, we delve into more advanced topics like technical analysis through charting, portfolio construction, understanding the difference between investing and trading, and strategies for investing small amounts. It emphasizes the importance of maintaining a macro view of the market, provides insights into various investing styles, and explores different sectors and screening tools
This course also discusses subjects such as seasonality, sentiment measures, advanced concepts like shorting the market and using leverage, financial options, and key factors for successful stock investing. It also offers guidance on avoiding common pitfalls and creating an investment checklist or plan. Overall, this Course provides comprehensive information for individuals interested in stock investing, ranging from fundamental principles to more sophisticated strategies and tools.
Key Topics Covered in this webinar:
Join this CPE Finance Course and master both fundamental principles and advanced strategies, gain valuable insights into market psychology and trends, while also acquiring the expertise to minimize fees and maximize returns through a wealth of resources and tools for successful investing.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Finance for CPA in Canada | 3 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 3 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 3 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 3 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 3 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 3 CE | Eligible |
| Chartered Accountant - ICAEW | 3 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3 CE | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 3 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 3 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 3 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 3 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 3 CPD | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 3 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3 CE | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 3 CE | Eligible |
| CPA - Ireland | 3 CPD | Eligible |
| Chartered Accountants - Scotland | 3 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 3 CPD | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 3 CE | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 3 CE | Eligible |
| Investment Decision Making for CIPM | 3 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Finance for CPA in Canada | 2.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 2.5 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2.5 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Chartered Accountant - ICAEW | 2.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 2.5 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2.5 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 2.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 2.5 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Chartered Accountants - Scotland | 2.5 CPD | Eligible |
| CPA - Ireland | 2.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2.5 CPD | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 2.5 CE | Eligible |
| Finance for CIPM | 2.5 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2.5 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
Credits
Course Level
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
MW
This course is excellent and provides a very practical summary of major investment concepts and guideline for establishing an investment portfolio. Both presenter and presentation materials are excellent.
MH
What a wonderful course! I found the information very helpful and it wasn't just the same advise repackaged for a CPE, there was a lot of new information for me.
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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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