MYCPE ONE

Stocks Unplugged: A Holistic Approach to Unique Investment Strategies 3 Credits 2.5 Credits

Jul 29, 2024, 02:30 PM EDT

Stocks Unplugged: A Holistic Approach to Unique Investment Strategies 3 Credits 2.5 Credits

Stock Investing Comprehensive Module

  • Rating

    4.7

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

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Jul 29, 2024, 02:30 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Review the basic principles of running a stock portfolio.
  • Use Technical Analysis correctly for informed decision-making.
  • Ensure good asset selection by discussing key criteria.
  • Understand the importance of seasonality in investing.
  • Analyze key ratios for effective investment decisions.
  • Explore advanced stock investing concepts and optimize tax efficiency using a comprehensive checklist.

Course Overview

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:

  • Investment Outlook
  • Basic Investing Principles
  • Crypto Investing
  • The Difference between Investing & Trading
  • Timing the Market
  • Sentiment Analysis

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.


On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for Chartered Professional Accountant 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
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 3 CE Eligible
Chartered Accountants - Scotland 3 CPD 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 - Ireland (CAI) 3 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 3 CE 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 Chartered Professional Accountant 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 Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 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 Approved
Professional Development for Personal Financial Planner (PFP) 2.5 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Finance for CIPM 2.5 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 2.5 CE Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
CPA - Ireland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 2.5 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2.5 CE Eligible

Additional Information

Credits

3

Credits

2.5

Course Level

Advanced

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 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 through its website: www.nasbaregistry.org.

About Instructor

Peter Brown, APA

Peter Brown | APA

Founder, Baggot Investment Partners

  • 4.7
  • rating
  • rating
  • rating
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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.

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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.

Reviews and Ratings

out of 5

Excellent (77%)

Very Good (18%)

Average (4%)

Poor

Terrible

YX

Yufeng Xue, CPA in Canada

5

Honestly, I found this course super practical and easy to follow. It skips the get-rich-quick hype and actually breaks down the essentials, like understanding market sentiment and keeping a macro view. I really appreciated how much it focused on managing risk and having a solid checklist before making moves. Definitely a great watch if you want to build a grounded investing strategy without getting overwhelmed.

MW

Maria Wong, CPA in Canada

5

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.

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Stock Investing Course

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 ONE 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.

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