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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
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:
Major Topics covered in this online CPE Finance webinar:
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.
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.
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Advance Preparation
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.
164 Ratings
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99
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53
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8
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1
DR
Nov 26th, 2021
I really found this class very helpful, since the instructor explained the subject very well.
KM
Aug 28th, 2021
Fantastic presentation! Content was great, and well explained.
EW
Aug 25th, 2021
excellent examples well organized
AA
Aug 25th, 2021
Great information shared!
AR
Sep 29th, 2021
It was wonderful
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