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Buy Low. Sell High. Why is it so Difficult?

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: June, 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

  • What is behavioral Economics?
    3 mins
  • Who are you?
    9 mins
  • What does performance tell us?
    19 mins
  • Best days in history to buy stocks
    34 mins
  • Paralysis : The fallacy that inaction is safe
    43 mins

Course Description

If there’s one piece of advice you’ve heard your whole life, it’s “Buy low; sell high.” But who hasn’t seen a client panic and stop contributing to her 401(k) right at the moment when fund prices are lowest?

Somehow we’re wired to buy more shoes and more honey crisp apples when they go on sale, but as soon as there’s a dip in stock prices a lot of people rush to sell.

For traders and market participants, “buy low and sell high” is challenging to implement in the short run. It’s easy to understand the highs or lows in retrospect, but at the moment, when the near future is uncertain, it becomes overwhelmingly difficult. This idea goes against our psychological biases and instincts. When stocks fall, we fear the loss of money, and when stocks rise, we fear the loss of opportunity. 

In this CPE Finance Webinar, we’ll look at some of the history and psychology behind human reactions to stock market volatility and consider strategies for avoiding overreactions and keeping clients grounded when their instincts work against their best interests.

Learning Objectives

  • To review research studies from economics and psychology on factors like “recency bias” and “prospect theory” to help understand the emotions triggered by market volatility. 
  • To analyze stock market behavior over various time frames and gain perspective on reactive buying and selling vs. long-term strategies.
  • To inspect the language we use to describe changes in stock prices and how that can affect feelings about the market.
  • To analyze the psychology behind human reactions to stock market volatility.

Recommended For

  • This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM, PFS, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, and other finance professionals who want to understand the psychology behind human reactions to stock market volatility and consider strategies for avoiding overreactions.

Who Should Attend?

  • Certificate in Investment Performance Management
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Personal Financial Specialist (PFS)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPD Credit for CA - ICAEW
  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CE Credit for Certified Financial Planner (US) (Approval No. 304017)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Heather Liston, CFP®, EA

Vice President, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

About Company

HARGRAVE FIDUCIARY ADVISORS

hargravefa.com

Hargrave Fiduciary Advisors offers a team-focused approach, which gives clients individualized attention and personalized service.

With an average of 15 years of experience each in corporate retirement planning, our staff offers expertise and market knowledge that helps our clients’ retirement plans succeed.

Faq

FAQs content

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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.
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  • 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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Ratings and Review

4.6

12 Ratings

Excellent

8

Very Good

3

Average

1

Poor

0

Terrible

0

YJ

Yan Ji, CPA (US)

Jun 22nd, 2022

good course.

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