70 Years of Investment Consulting

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFA
  • CPA/PFS
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Investment consulting has a long history that has been marked by innovations occurring about every 10 years. It is incredible that “modern” portfolio theory is about 70 years old. It has stood the test of time and is currently embraced by many consultants. Every stock or bond has a risk and expected return. The big breakthrough is that combinations of stocks and bonds, called Diversification is an immensely powerful investment tool.

The original idea of “risk tolerance” is the maximum risk the client can tolerate because high risk earns high returns. This approach changed in the 1990s with the introduction of objective-based investing, discussed in this CPE webinar for CPAs and other professionals. 

The risk questionnaires identify investor risk tolerance that is used to find the best model. The “60/40 rule” 60/40 equities/bonds emerged from this practice because most mappings gravitate towards limiting risk. The broad use of the 60/40 rule remains entrenched today.

However, evolution is incomplete. 60/40 stocks/bonds remain the pat solution, but it is not right for many investors, especially baby boomers.

Key topics covered in this online CPE webinar for CPAs and other professionals:

  • Investment consulting
  • Risk management
  • Management to objectives
  • Target date funds

This CPE webinar will be very helpful for CPAs, Financial Planners, Investment Consultants, CEOs, CFOs, and top management personnel.

Click here for more webinars | Free Ethics for CPAs | Free online CPE webinars |

Learning Objectives

  • History and changes in the investment strategies over 70 years of history
  • How consultants rely on risk-based and/or objective-based solutions using pre-packaged models.
  • Risk tolerance and investment startegies
  • Target date funds are the latest breakthrough

Recommended For

  • This CE webinar is for CPAs, business owners, financial planners, investment consultants, CEOs, CFOs and top management personnel.
  • This online CPE webinar is recommended for all the professionals interested in expanding their services to financial and investment planning

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Financial Planner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Licensed Financial Advisor
  • Personal Financial Specialist (PFS)
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ronald Surz

President, Target Date Solutions

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

  • City of San Clemente Finance Committee
  • Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
  • Investment Management Consultants Association® (IMCA®) Board of Directors
  • IMCA® Monitor (newsletter) Editorial Board
  • IMCA® Standards of Practice Board Chair
  • Cainsoft Advisory Board
  • FinanceWare.com Advisory Board
  • Association for Investment Management & Research (AIMR) After-Tax Subcommittee
  • Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
  • Sortino Investment Advisors Advisory Board
  • Capital Market Consultants Advisory Board
  • President of the Southern California Chapter of IMCA®
  • Rockwater Hedge LLC Advisory Board

About Company

Target Date Solutions

The Baby Boomer Investing Show is live streaming on YouTube and LinkedIn every other Tuesday. Google it please

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

58 Ratings

Excellent

32

Very Good

15

Average

9

Poor

2

Terrible

0

SL

Susan Lapanne, CFE, CPA (US), CGMA

Jun 4th, 2021

Other than scaring me senseless about retirement fund allocations, this was just excellent!! I will be following this group on social media as the information is very valuable to me even though I am not working in the financial planning area. Thanks so much for presenting it!

AL

Anna Lien, CPA (US)

Apr 7th, 2021

Great presentation. It is very relevant for me at this time of my life as I am about 10 years away from my retirement. I posted a question asking if there is a good time to rebalance my 401k investments at work. I hope to get a response via email. Thanks in advance

JS

John Sanger, CPA (US)

Jun 4th, 2021

it was an excellent webinar in that it provided me with an effective method to monitor my personal portfolio.

JF

John Flaniken, CPA (US)

Jun 4th, 2021

Great!

RR

Rick Rancourt, CPA (US)

Apr 7th, 2021

Great

70 Years of Investment Consulting

FREE

1 Credit

Subject Area

Finance

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