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Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies 1 Credit

Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies 1 Credit

Module 3

Select your learning mode

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

Dec 04, 2024 | 10:30 AM ET

Learning Objective

  • To learn how to evaluate assets.
  • To learn how to do Sentiment Analysis.
  • To learn the criteria used to ensure good asset selection.
  • To learn how to deal with losing positions.
  • To discover the pitfalls most fall into.

Course Overview

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:

  1. How to set the criteria that any assets must pass before entering your portfolio?
  2. How to handle underperforming assets?

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:

  • How to evaluate assets
  • Sentiment Analysis
  • Seasonality
  • Advanced Concepts
  • 10 Key Pointers for stock investing
  • Pitfalls to avoid

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321338)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Investment Planning for Certified Financial Planner - Canada (Approval No. 13652)

    Valid upto : Jul 14, 2025

  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE020)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE020)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 1 CPD Credit of Investment Management for Financial Risk Manager (FRM)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CE Credit of Professional Development for Personal Financial Planner (PFP)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13652)

    Valid upto : Jul 14, 2025

  • 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE020)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CE Credit of Professional Development for Certified International Wealth Manager (CIWM)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CE Credit of Professional Development for Designated Financial Services Advisor (DFSA)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321338)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Investments for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Investments for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Investments for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Investments for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 1 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
  • 1 CPD Credit of Investment Management for Financial Risk Manager (FRM)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Professional Development for Personal Financial Planner (PFP)
  • 1 PL Credit of Investment Decision Making for CIPM
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CE Credit of Professional Development for Certified International Wealth Manager (CIWM)
  • 1 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CE Credit of Professional Development for Designated Financial Services Advisor (DFSA)

Additional Information

Credits

1

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

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. 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

4.7

Excellent

Very Good

Average

Poor

Terrible

AH

Arthur Holman, CFP® (US)

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.

PS

Paul Saltzman, CPA (US)

This was one of the most informative webinars due to the experience of the instructor and the topic, which was investing. The material covered was pretty extensive with some real world valuable information.

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.

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