Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies 1 Credit
Module 3
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Are you looking to invest in the stock market, but not sure where to start? Look no further! Our Stock Investing Course Series will provide you with the foundational knowledge you need to start building your portfolio. Each module of the course is carefully designed to provide you with actionable insights and practical strategies for successful investing. This Webinar is Module 3 of our Stock Investing Course.
With all that is going on in the stock market these days, now is a great time to learn the skills to manage your stock portfolio. Remember in general, stock prices rise on average 7% per annum, so the market is skewed in your favor. The main reason individuals fail to make money in stock investing is they fail to learn two vital principles:
Just knowing these two investing principles will help avoid investing in poor quality assets, avoid chasing the herd, and avoid freezing into bad assets which can destroy a portfolio, one bad apple, etc.
Major Topics covered in Module - 3 are:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332282) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 1 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332282) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 1 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332282) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 1 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE020) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13652) (Valid upto : Jul 14, 2025) | 1 CE | Approved |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332282) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Management for Financial Risk Manager (FRM) | 1 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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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.
MH
Presenter reall established great ground rules for sound investing. He pared out strategic alternatives that have proven successful returns versus methodologies that lead to failure. Great content presented in easily understandable verbiage. I need to go back to modules 1 and 2 if they are as good as this part 3.
AH
Another excellent myCPE presentation. Peter Brown is one of my favorite presenters. He is astute and very engaging as a presenter. The information Peter Brown provides is highly relevant, usable, and worthwhile. Please have Peter Brown give more investment presentations in the future.
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