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Best investments and investment strategies

  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • CFP (CA)

Published: January, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Perils of investing too conservatively or not at all
    3 mins
  • Invest with your human capital in mind by buying stocks
    11 mins
  • Outcome bias
    20 mins
  • Core satellite approach
    30 mins
  • Tax efficient way to save for retirement
    40 mins

Course Description

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these investment tasks.

One of the greatest problems preventing investors from achieving their financial goals is that, when it comes to judging the performance of an investment strategy, they believe that three years is a long time, five years is a very long time and 10 years is an eternity. Even supposedly more sophisticated institutional investors, those who employ highly paid consultants, typically hire and fire managers based on the last three years’ performance. Yet, financial economists know that when it comes to risk assets 10 years is likely noise. The CPE webinar explains why it is critical for investors to understand this and have the discipline to stay the course.

Many people are deficient in their understanding of basic investing terms and concepts, they invest inappropriately or not at all. This failure is a detriment to meeting financial goals and securing a safe and satisfying retirement.   

The online CPE course will examine important ideas such as:

  • Dollar-Cost Averaging
  • Evaluation of asset categories and funding vehicles 
  • Review strategies deployment to ensure favorable outcomes


Major Topics covered in this online CPE Finance webinar:

  • Factors that drive the stock market
  • Power of compound interest
  • Role of human capital in investments
  • Investor behavior trumps investment returns
  • Stock Market vs Casino
  • Tactical vs. Strategic Asset Allocation
  • Core-Satellite
  • Active vs. Passive
  • Tax Loss Harvesting 


This online CPE webinar will be help accountants and other financial professionals make sound, informed decisions regarding investment, asset allocation, portfolio rebalancing, risk management, and retirement planning

Click here to access CPE courses on Trust, Estate, and Financial Planning.

Learning Objectives

  • To determine why individual issues should comprise only a small part of a portfolio.
  • To describe how lack of appreciation of long-term capital gains tax rates will lead to poor investment decisions.
  • To describe how an investor's behavior trumps everything when it comes to investment success.

Recommended For

  • This CPE webinar is recommended for CMAs, CPAs, CVAs, CFAs, PFSs, and other professionals who desire to understand the best investment strategies.

Who Should Attend?

  • Accountant
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit of Investment Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 298849)

Presenter

About Presenter

Daniel G. Mazzola , CFA, CPA

CFA/CPA/CFP/Registered Investment Advisor American Portfolios Financial Services Inc.

Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.

About Company

American Portfolios Financial Services Inc.

www.americanportfolios.com

Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

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.
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  • 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.
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  • 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.
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