-
Course Level :Basic
-
Credits :1
-
Instructional Method :Group Internet Based
-
Pre-requisites :None
-
Advance Preparation :None
When it comes to money and investing, we're
not always as rational as we think we are—which is why there's a whole field of
study that explains our sometimes strange behavior.
Studies have demonstrated that behavior
rather than performance is the primary driver of success for the typical
investor. Activities such as trying to time the market, checking portfolio
balances daily, and forming emotional attachments to stocks often result in
inferior returns. This CPE course will examine these and other destructive
behaviors and provide strategies to temper them.
While it’s impossible to predict the
future, people who typically have the most successful outcomes have similar
habits and common traits and you will find it out in this CPE webinar!
Major topics covered in this online CPE specialized knowledge webinar:
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.
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.
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.
143 Ratings
LS
May 6th, 2022
The course and instructor were very good
EK
Jun 29th, 2022
Money & psychology - interesting topic
BB
Apr 12th, 2022
One of the most informative webinars on investments....learned more than from my own investment manager. Excellent job!
PT
Jun 30th, 2022
Advice was very appropriate, but again needed to update with the current market conditions.
TB
Feb 18th, 2022
Good presentation overall. A lot of helpful reminders
1 Credit
Subject Area
Jul 05, 2022 | 09:00 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 09:30 AM EDT
Jul 05, 2022 | 10:00 AM EDT
Jul 05, 2022 | 10:00 AM EDT
We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.