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Income or Assets Building: A Plan Not a Portfolio

Also Available in Self Study

Ratings and Review

4.5

28 Ratings

Excellent

13

Very Good

13

Average

1

Poor

0

Terrible

0

AEHI

Arthur Elliott Holman Iii, CFP® (US)

Nov 2nd, 2023

Drew Stevens does an excellent job in his presentations, and I look forward to more of his presentations on myCPE.

MM

Mackenzie Moore, CPA (US)

Dec 29th, 2023

Drew always keep my attention and provides a great learning experience.

RS

Ricardo Smalls, CPA (US)

Oct 2nd, 2023

good topic but a little rushed. Might have been better if the class was 1.5 credits. I felt the instructor had to rush the material

DWSS

Donald W Stoker Stoker, CPA (US)

Aug 2nd, 2023

The presenter was extremely knowledgeable but I wish that he had maybe shown some portfolios of individual using their risk and age etc.

WK

Won Kim, CRMA, CISA, CIA, Others

Nov 2nd, 2023

My overall experience was good. The class material was helpful in understanding retirement strategies.

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Subject Area

Finance

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