Why Minimizing the Costs of Investment Products Should be a Priority of Advisors 1 Credit
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Are your investment returns falling victim to hidden costs? It's time to shed light on the unseen expenses that can significantly impact your financial outcomes.
In this online webinar, Ph.D. of Statistics (Econometrics) and creator of Personal Fund Stefan Sharkansky will shed light on the hidden costs clients pay when investing in mutual funds and ETFs. We’ll look at the direct and indirect costs advisors are missing when evaluating funds, the substantial compounding impact these have on clients’ actual investment returns (and advisor AUM), and how advisors can help clients control costs for reliably better investment outcomes by screening funds based on their holistic cost profile.
Major Topics Covered:
Join this CPE Finance Webinar we’ll also explore the potential impacts better cost analysis can have on advisors’ practices, including client sentiments around fees and how illuminating and managing external fees can give advisors an edge in prospect conversations while helping to make clients less sensitive to advisory fees.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial planning or analysis for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (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 |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) | 1 CE | Approved |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) | 1 CE | Approved |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| 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 |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) | 1 CE | Approved |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) | 1 CE | Approved |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
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Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Stefan Sharkansky is the
Founder and creator of Personal Fund and a former instructor at UC Berkeley and
UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford
University and a Ph.D. in Statistics (econometrics) from the University of
Washington. His personal research on low-cost and tax-efficient investing led
him to develop the mutual-fund and ETF cost-analysis and portfolio-building
tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and
publications such as The New York Times, Barron’s, Forbes, the Wall Street
Journal, and USA Today. With his background as an academic, developer, serial
entrepreneur, and former improv-comedy performer, Stefan is skilled at
presenting complex topics in an accessible and useful format to help financial
professionals better manage their clients’ portfolios.
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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.
MM
Best course I have taken on MyCPE! The exam was BS but the course content was fantastic. I wish I had taken this class years ago.
DD
Stefan did a great job informing me about the importances of minimizing costs. I really enjoyed this workshop.
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