CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

WISE INVESTING MADE SIMPLE

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CPA/PFS
WISE INVESTING MADE SIMPLE

1 Credit

$10

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for CPA/PFS

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The CPE webinar discussion is designed to provide lessons on how markets work, how they actually set prices and address the question of should you use active or passive strategies. The speaker uses analogies to more ordinary subjects to teach finance concepts with which most investors are unaware. 

Investors will learn that they should not make the mistake of confusing information with value relevant information, why riskier value companies have higher expected returns than growth stocks and that passive strategies provide you with the greatest odds of achieving your goals.

Key Topics Covered: 

  • How Markets Set Prices
  • When Even the Best Aren’t Likely to Win the Game
  • An Investor’s Worst Enemy

Learning Objectives

  • To provide lessons on how markets work and how they actually set prices.
  • To identify whether passive or active strategies should be used.
  • To refrain from making the mistake of confusing information with value relevant information.
  • To recognize why riskier value companies have higher expected returns than growth stocks.
  • To identify that passive strategies provide you with the greatest odds of achieving your goals.

Who Should Attend?

  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Financial Investigator
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • VP Finance
  • Young CPA

Testimonial

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If I had realized the education was going to be a 45 minute long sports betting analogy I would have not enrolled and spent my dollars elsewhere. While I can appreciate trying to use examples to liken the topic to something else there really should have been more variety. I didn't expect much after the opening misogynistic joke though.