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

Welcome to myCPE

This course no longer qualifies for Continuing Educations Credits for these qualifications : CFP(US)

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.

Course Description

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.

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.

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

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
1 PL Credit of Behavioral Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Cash Flow Forecasting for Certified Treasury Professional (CTP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CPD Credit for Chartered Accountants - Scotland
1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CE Credit of Behavioural investing for Personal Financial Planner (PFP)
1 PL Credit of Behavioral Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
1 CE Credit of Behavioural investing for Certified International Wealth Manager (CIWM)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Heather Liston, CFP®, EA

, 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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

Dora Kuchinski, CWS

I enjoyed this video, speaker was amazing. I did appreciate in the end of the video the speaker recommended a few books on the subject.

Yuko Dubois, CFP® (US), EA

a very enjoyable session that contains helpful tips and slides for my client meetings.

Mohamed Kermali, CPA (US)

I would recommend this program to my Colleagues

Daniel Bisetto, Accountant/Bookkeeper/Tax Professionals

The best webinar I have ever attended

Katherine Varraveto, CPA (US)

Thank you for a great presentation!

1 Credit

Add to Watchlist

Subject Area

Finance

Unlimited Access Plan

Access to 13,000+ Hours of Continuing Education Approved Content Know More

Subscribe to Access

Inclusions

Continuing Education Certificates for Multiple Qualifications View
Instant Certificates
Access on Mobile, Tablet and Desktop

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

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

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Heather Liston, CFP®, EA

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Dora Kuchinski, CWS

Yuko Dubois, CFP® (US), EA

Mohamed Kermali, CPA (US)

Daniel Bisetto, Accountant/Bookkeeper/Tax Professionals

Katherine Varraveto, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Demystifying Securities: Your Guide to Investment Instruments

Inside the Ticker Tape: How Financial Markets Really Work

Stocks Unplugged: A Holistic Approach to Unique Investment Strategies