The Big Debate: Passive Vs. Active Investing

Course Description
Course Qualification
Presenter
FAQ

Course Description

Whenever there’s a discussion about active or passive investing, it can pretty quickly turn into a heated debate because investors and wealth managers tend to strongly favor one strategy over the other. While passive investing is more prevalent among investors, there are arguments to be made for the benefits of active investing, as well. Although both styles of investing are beneficial, passive investments have garnered more investment flows than active investments. In this Online CPE webinar, Drew Stevens will discuss the advantages, disadvantages, and differences between Active and Passive Investing.

One of the foremost issues encountered while constructing investment portfolios is the strategy to be used while choosing investments: whether to use active investing or passive investing. Active investing involves being more aggressive in the investment approach and hence would entail higher returns compared to passive investing. While it may seem more logical to go for active investing, there are merits in passive investing. One requires a real-time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach.

This informative online CPE webinar offers both approaches so that professionals can help their clients with the best alternatives related to risk.

This Online CPE Finance Course covers the following major topics:

What is Active & Passive Investing?
Benefits of Passive Investing
Benefits of Active Investing
Human Behaviour
Case Studies

Learning Objectives

To define Active Investing & Passive Investing.
To discuss the fundamental differences between active and passive investing.
To create a strategic plan for their clients based on risk and cost.
To identify the advantages and disadvantages of each approach.
To seek the differences between Active and Passive Investing.

Recommended For

The Online CPE webinar is recommended for CPAs, Accountants, Accounting Practice Owners, Accounts directors, Business Owner, CFO/Controller, CPA (Industry), CPA - Mid Size Firm, CPA - Small Firm, Entrepreneurial CPA, Finance Pros, Risk Managers, Young CPA, and other professionals interested in learning more about Passive Vs. Active Investing

Who Should Attend?

Accountant
Certified Management Accountant (CMA)
Certified Valuation Analysts
CFO/Controller
Chartered Financial Analyst
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Finance Pros
Personal Financial Specialist (PFS)
Wealth Planner
Young CPA

Course Qualification

Webinar Qualifies For

1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPE Credit of Finance for Chartered Financial Consultant (ChFC)
1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CPE Credit of Finance for Wealth Management Certified Professional (WMCP)
1 PL Credit of Finance for Certificate In Investment Performance Measurement (CIPM)
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
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 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
1 CPE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Retirement Income Certified Professional (RICP)
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
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 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
1 CPE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
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

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business.

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

12 Strategic Principles that guide the business and eliminate the obstacles/
Modern methods that create fiscal controls and higher income.

My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization.

My innovative and transformative assistance is with:

Developing financial awareness that places more money into owners' hands.
Eliminating waste and processes that slow revenue, access to clients and competition.
Implementing strategies that have helped businesses develop more than $11B in new revenue.
Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.

By creating a strategic approach and realigning business, Drew will help your organization to:

Lower Customer Acquisition Cost
Increase financing while creating a fluid when planned exit
Competitive Proof the Firm
Build Industry and Brand Recognition
Increase Financial Wealth

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.