Investment Risk - How to determine risk for consumers 1 Credit
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Anything and everything we do has some level of risk.
In investing, risk and return are highly correlated. Increased potential returns on investment usually go hand-in-hand with increased risk. Different types of risks include project-specific risk, industry-specific risk, competitive risk, international risk, and market risk. Return refers to either gains or losses made from trading security. The return on investment is expressed as a percentage and considered a random variable that takes any value within a given range. Several factors influence the type of returns that investors can expect from trading in the markets.
When it comes to financial concerns those risks increase. There are many types of risk to any investor such as market or even liquidity risk. The question is how to determine the risk and whether that risk is acceptable.
This CPE/CPD Finance webinar will aid you and your clients with a better understanding of risk and who should and should not invest in particular items.
Diversification allows investors to reduce the overall risk associated with their portfolio but may limit potential returns. Making investments in only one market sector may, if that sector significantly outperforms the overall market, generate superior returns, but should the sector decline then you may experience lower returns than could have been achieved with a broadly diversified portfolio.
Key topics discussed in this webinar:
Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Finance for CPA in Canada | 1 CPD | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 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 |
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
Long-Term Investments for Certified Treasury Professional (CTP) | 1 CE | Eligible |
Risk management concepts 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 Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Finance for CPA in Canada | 1 CPD | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 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 |
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
Long-Term Investments for Certified Treasury Professional (CTP) | 1 CE | Eligible |
Risk management concepts 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 Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Finance for CPA in Canada | 1 CPD | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 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 |
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
Long-Term Investments for Certified Treasury Professional (CTP) | 1 CE | Eligible |
Risk management concepts 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 Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
License details | Credits | Status |
---|---|---|
Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
Finance for CPA in Canada | 1 CPD | Eligible |
Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
Chartered Accountant - ICAEW | 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 |
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
Chartered Accountants - Scotland | 1 CPD | Eligible |
CPA - Ireland | 1 CPD | Eligible |
Long-Term Investments for Certified Treasury Professional (CTP) | 1 CE | 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 Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
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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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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.
JS
Enjoyed the webinar. the Presenter was excellent.
HM
Very interesting and informative!
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