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Best investments and investment strategies

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these investment tasks.

One of the greatest problems preventing investors from achieving their financial goals is that, when it comes to judging the performance of an investment strategy, they believe that three years is a long time, five years is a very long time and 10 years is an eternity. Even supposedly more sophisticated institutional investors, those who employ highly paid consultants, typically hire fire managers based on the last three years’ performance. Yet, financial economists know that when it comes to risk assets 10 years is likely noise. The CPE webinar explains why investors must understand this and have the discipline to stay the course.

Many people are deficient in their understanding of basic investing terms and concepts, they invest inappropriately or not at all. This failure is a detriment to meeting financial goals and securing a safe and satisfying retirement.   

The online CPE Finance course will examine important ideas such as:

  • Dollar-Cost Averaging
  • Evaluation of asset categories and funding vehicles 
  • Review strategies deployment to ensure favourable outcomes

Major Topics covered in this online CPE webinar:

  • Factors that drive the stock market
  • Power of compound interest
  • Role of human capital in investments
  • Investor behaviour trumps investment returns
  • Stock Market vs Casino
  • Tactical vs. Strategic Asset Allocation
  • Core-Satellite
  • Active vs. Passive
  • Tax Loss Harvesting 
This online CPE webinar will help accountants and other financial professionals make sound, informed decisions regarding investment, asset allocation, portfolio rebalancing, risk management, and retirement planning. 

Learning Objectives

  • To determine why individual issues should comprise only a small part of a portfolio.
  • To describe how a lack of appreciation of long-term capital gains tax rates will lead to poor investment decisions.
  • To describe how an investor's behaviour trumps everything when it comes to investment success.

Recommended For

This CPE webinar is recommended for CPAs, CMAs, and other finance professionals who want to update their knowledge of investments and their strategies. 

Who Should Attend?

  • Accountant
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 PL Credit of Investment Decision Making for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Investments for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Investments for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Investments for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Investments for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Investments for Wealth Management Certified Professional (WMCP)
  • 1 CRE Credit of Common financial investments/ decision types for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

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

Daniel Mazzola

Advisor, American Portfolios Financial Services Inc.

Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.

About Company

American Portfolios Financial Services Inc.

www.americanportfolios.com

Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

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

4.5

143 Ratings

Excellent

88

Very Good

45

Average

7

Poor

2

Terrible

1

DR

Digna Robles

Nov 26th, 2021

I really found this class very helpful, since the instructor explained the subject very well.

KM

Kelsey Mason, CPA (US)

Aug 28th, 2021

Fantastic presentation! Content was great, and well explained.

EW

Eric Wurtel, CPA (US)

Aug 25th, 2021

excellent examples well organized

AA

Ali Arcese, Accountant

Aug 25th, 2021

Great information shared!

AR

Annabelle Rabang, Accountant

Sep 29th, 2021

It was wonderful

Best investments and investment strategies

PREMIUM

1 Credit

Subject Area

Finance

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