Figuring Out: How Fractional Shares Shape Investing | Podcast #EP30 1 Credit
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Welcome to another exciting Episode of W.T.F. with Saul! In this Episode, we dive into the world of fractional shares, a revolutionary investment tool that’s making the stock market more accessible than ever before. Once reserved for the wealthy, investing in high-priced stocks is now within reach for everyday individuals. But how do fractional shares work? What are their benefits and risks? Get ready to explore this game-changing topic that could reshape your investment strategy.
Joining us today is Miranda Marquit, a renowned Financial Wellness Expert with years of experience in personal finance. Miranda will break down the concept of fractional shares, offering clear insights into how they’re transforming the investing landscape. She’ll also shed light on their role in stock splits, dividend reinvestment plans (DRIPs), and mergers and how fractional shares fit into a broader financial strategy, especially for new investors. This conversation will give you the tools to navigate the modern investment world with confidence.
Key Topics:
In this CPE Episode, we’ll explore the power of fractional shares, their impact on market volatility, and how they’ve opened up exciting opportunities for first-time investors. Whether you're just starting or looking to enhance your portfolio, this is one episode you won’t want to miss!
For more CPE Finance Courses, CLICK HERE.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Alternative Investments for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Alternative Investments for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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I'm Miranda Marquit, Financial Wellness Expert with an MBA. Since earning my M.A. in Journalism in 2005, I have worked from home as a freelance writer. I began writing about finances in 2006 after being offered a corporate blogging gig. Soon, instead of writing primarily about science and technology, money became my focus. Most of what I knew about money came from the mistakes I made in the past. (I still make mistakes, even today!) I began researching — and trying — smarter ways to manage my resources. The more I learned, the more I became interested in the idea of managing my time more efficiently as well. Now, outsourcing is a big part of my money management strategy.
Earning my MBA also helped me take my money management and my life to the next level. I learned valuable business concepts and skills and saw first-hand what it takes to “make it” in today's corporatized world. While the lessons helped me, I also realized I definitely wanted to stick with freelancing. It offers so many other avenues for growth, income, and flexibility. My flexible lifestyle — one that includes travel, time with family and friends, volunteer work, and interesting side projects — wouldn't be possible if I used my MBA as intended in the corporate world.
Today I love educating people through the articles and blog posts I write for a variety of websites, the podcasts I co-host and appear on, the videos I make, and the seminars and workshops I teach. I also enjoy writing books and just generally being all over the place.
Over the years, I've my media appearances have included NPR's Morning Edition, Marketplace, CNBC, USA Today, The Huffington Post, The San Francisco Chronicle, The New York Times, Consumerist, The Atlantic Wire, The Wall Street Journal, The Washington Post, and many others.
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
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