CPE/CE Webinar on Buy Low, Sell High for cfp,CFA, CPA'S

Welcome to myCPE

Buy Low. Sell High. Why is it so Difficult?

Learning Objectives

To review research studies from economics and psychology on factors like “recency bias” and “prospect theory” to help understand the emotions triggered by market volatility.
To analyze stock market behavior over various time frames and gain perspective on reactive buying and selling vs. long-term strategies.
To inspect the language we use to describe changes in stock prices and how that can affect feelings about the market.
To analyze the psychology behind human reactions to stock market volatility.

Course Description

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.

If there’s one piece of advice you’ve heard your whole life, it’s “Buy low; sell high.” But who hasn’t seen a client panic and stop contributing to her 401(k) right at the moment when fund prices are lowest?

Somehow we’re wired to buy more shoes and more honey crisp apples when they go on sale, but as soon as there’s a dip in stock prices a lot of people rush to sell.

For traders and market participants, “buy low and sell high” is challenging to implement in the short run. It’s easy to understand the highs or lows in retrospect, but at the moment, when the near future is uncertain, it becomes overwhelmingly difficult. This idea goes against our psychological biases and instincts. When stocks fall, we fear the loss of money, and when stocks rise, we fear the loss of opportunity.

Major Topics Covered:

What is Behavioral Finance?
Buy Low
- Enjoy a Good Sale
- Know Your Role: Are You a Buyer or a Seller?
- Herding: All These Eager Buyers Can’t Be Wrong
- Past Performance and Recency Bias
Sell High
- Knowing When to Sell
- Recency and Availability Bias: When to Get Back In
- Market Timing, Panic Selling, and the Fear of Being Wrong Twice
- The Endowment Effect

In this CPE Finance Webinar, we’ll look at some of the history and psychology behind human reactions to stock market volatility and consider strategies for avoiding overreactions and keeping clients grounded when their instincts work against their best interests.

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CE Credit of Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 310312)
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CE Credit of Behavioural investing for Personal Financial Planner (PFP)
1 PL Credit of Finance for CIPM
1 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
1 CE Credit of Behavioural investing for Certified International Wealth Manager (CIWM)

About Instructor

Heather Liston, CFP®, EA

, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

Mohamed Kermali, CPA (US)

I would recommend this program to my Colleagues

Daniel Bisetto, Accountant/Bookkeeper/Tax Professionals

The best webinar I have ever attended

Katherine Varraveto, CPA (US)

Thank you for a great presentation!

John Robichaud, CPA (US)

Interesting

Mark Bower, CPA (US)

good info

1 Credit

Add to Watchlist

Subject Area

Finance

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Buy Low. Sell High. Why is it so Difficult?

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Heather Liston, CFP®, EA

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Mohamed Kermali, CPA (US)

Daniel Bisetto, Accountant/Bookkeeper/Tax Professionals

Katherine Varraveto, CPA (US)

John Robichaud, CPA (US)

Mark Bower, CPA (US)

Subject Area

Recommended Webinars

Omnibus Budget Bill Guide for Financial Planners

Advanced Working Capital Forecasting

Debt & Credit Demystified: Introduction