Course Description
Anything and everything we do has some level
of risk.
In
investing, risk and return are highly correlated. Increased potential returns
on investment usually go hand-in-hand with increased risk. Different types of
risks include project-specific risk, industry-specific risk, competitive risk,
international risk, and market risk. Return refers to either gains or losses
made from trading security. The return on investment is expressed as a
percentage and considered a random variable that takes any value within a given
range. Several factors influence the type of returns that investors can expect
from trading in the markets.
When it
comes to financial concerns those risks increase. There are many types of risk
to any investor such as market or even liquidity risk. The question is how to
determine the risk and whether that risk is acceptable.
This CPE/CPD Finance webinar will aid you and your
clients with a better understanding of risk and who should and should not
invest in particular items.
Diversification
allows investors to reduce the overall risk associated with their portfolio but
may limit potential returns. Making investments in only one market sector may,
if that sector significantly outperforms the overall market, generate superior
returns, but should the sector decline then you may experience lower returns
than could have been achieved with a broadly diversified portfolio.
Key topics discussed in this webinar:
- Why is this topic important?
- What is the risk?
- How to determine risk for a client
- Types of risk
- Nonsystematic risk
Learning Objectives
- To analyze the tolerance a consumer is willing to undertake.
- To review and mentor clients on different types of risk.
- To analyze how to create a risk assessment plan for every client.
- To discuss how to implement a risk assessment plan for every client.
Recommended For
- This Online CPE webinar is recommended for CPAs, CMAs, CVAs, CBA/MCBA, CFAs, and other professionals who wanted to understand investment risk.
- This CPD webinar is also useful for Canadian CPAs who want to know about different investment risks.
Who Should Attend?
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- Certified Valuation Analysts
- Chartered Financial Analyst
- CPA - Large Firm
- CPA - Mid Size Firm
- Finance Pros
- Finanical Analyst
- Risk Managers
- Young CPA
