Demystifying Securities: Your Guide to Investment Instruments

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Demystifying Securities: Your Guide to Investment Instruments

Published

April, 2024

Drew Stevens

Learning Objectives

To identify the different types of securities.
To analyze risk and return profiles of various investment instruments.
To know how to build a diversified investment portfolio.
To review how securities contribute to overall market liquidity and efficiency.

Course Description

Financial instruments are essential tools used by individuals, businesses, and governments to manage their financial risks, raise capital, and invest funds. These instruments provide various opportunities for investors to diversify their portfolios and achieve their financial goals.

In this CPE Course, we will delve into the world of financial instruments, exploring their types, functions, and key features. From the dynamic realm of stocks to the stability of bonds and the strategic landscape of derivatives, we cover it all.

This online CPE webinar will break down complex concepts into digestible insights, ensuring that attendees leave with a newfound clarity on how different securities function. Whether you're a seasoned investor or just stepping into the world of finance, this webinar caters to all levels of expertise. You'll discover how to make informed choices that align seamlessly with your financial goals, paving the way for a more secure and prosperous financial future.

Major Topics Covered:

Market Participants
Influences In the Financial Markets
Factors that Affect Stock Prices
Technical Vs. Fundamental Analysis
The Future of Financial Markets
Building a Strong Investment Portfolio

Join this CPE Finance webinar for a transformative experience that will empower you to navigate the world of securities with confidence and precision. Don't miss this opportunity to expand your financial acumen and make strategic investment decisions.

Overview

Two sides of the market

7 mins
Financial instruments an overview

16 mins
Venture capital

27 mins
Long term investing

40 mins
Beyond stocks and bonds

49 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 Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

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

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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

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Donald Bastis, CPA (US)

Great class - learned alot

Tyler Schmidt, CPA (US)

great

1 Credit

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Subject Area

Finance

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Demystifying Securities: Your Guide to Investment Instruments

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Donald Bastis, CPA (US)

Tyler Schmidt, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Demystifying Securities: Your Guide to Investment Instruments

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