The Big Debate: Passive Vs. Active Investing 1 Credit
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Dec 20, 11:30 AM
ET
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Whenever there’s a discussion about active or passive investing, it can pretty quickly turn into a heated debate because investors and wealth managers tend to strongly favor one strategy over the other. While passive investing is more popular among investors, there are arguments to be made for the benefits of active investing, as well. Although both styles of investing are beneficial, passive investments have garnered more investment flows than active investments. In this Online CPE webinar, Drew Stevens will discuss the advantages disadvantages, and differences between Active and Passive Investing.
One of the foremost issues encountered while constructing investment portfolios is the strategy to be used while choosing investments: whether to use active investing or passive investing. Active investing involves being more aggressive in the investment approach and hence would entail higher returns compared to passive investing. While it may seem more logical to go for active investing, there are merits in passive investing as well. One requires a real-time thorough monitoring system; the other is longer-term and less costly. There is no right or wrong, strictly personal approach.
This informative online CPE webinar offers both approaches so that professionals can help their clients with the best alternatives related to risk.
This Online CPE Course on Finance covers the following major topics:
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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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.
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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.
WM
Useful general and planning information for everyone no matter which stage of the investing lifecycle they are at in their lives.
JA
It was enlightening how investing was either passive or active participation. I never thought of it in that manner
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