Economic Update for Non-Financial Markets Participants– Q1 2023 1 Credit 1 Credit
Learning mode
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.
The financial markets impact all our lives. Whether it is the level of interest rates on our personal debt, loans, or mortgages, the impact on investment performance on our pension, or job opportunity or security in times of boom and recession.
We are unable to ignore how the financial markets affect us on a personal level. Financial markets can be exciting to some people or irritating to others. The quarterly report provides the information you need to discuss the current economic forecast effectively with clients in any financial profession. Having and keeping a macro perspective on the world economy is essential, regardless of whether you actively follow the performance of your investments or handle some of them yourself. It is advantageous to even be able to evaluate and contrast your broker's perspective.
It is also worth noting that 75% of stock market fluctuations are not directly related to particular stocks themselves. Hence, if you manage your portfolio, you must be aware of the economic environment in which your assets will operate.
In this CPE economic update webinar, a seasoned industry expert with more than 40 years of experience in significant financial institutions examines the key developments influencing current market trends. It doesn't become very technical but it does address more complicated problems that might affect markets but aren't covered by the media.
It covers all asset classes including stocks, bonds, and commodities. Providing an analysis of current price action and an outlook for the near future.
Attend this CPE webinar that will help professionals dealing with clients who need to talk about their financial situation.
Key Topics Covered:Â
Note: The webinar is delivered live so there is the opportunity to ask questions.
| License details | Credits | Status |
|---|---|---|
| Economics for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Economics for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Macro-economic and environmental analysis for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Economics for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 317829) | 1 CE | Approved |
| Economics for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Economics for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Economics for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Macro-economic and environmental analysis for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Economics for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Economics for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Economics for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Behavioural investing for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Economics for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Economics for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Economics for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Economics for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Economics Concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Economics for CIPM | 1 PL | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Economics for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Economics for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Macro-economic and environmental analysis for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Economics for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 317829) | 1 CE | Approved |
| Economics for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Economics for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Economics for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Macro-economic and environmental analysis for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Economics for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Economics for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Economics for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Behavioural investing for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Economics for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Economics for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Economics for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Economics for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Economics Concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Economics for CIPM | 1 PL | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
Peter has over 35 years’ experience in the financial markets and has managed treasury operations in financial institutions including Barclays, BNP, Ulster Bank and ACCBank.
Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for a number of financial institutions. Throughout his banking career he advised clients on best practice with regards their treasury operations and has continued this work as a consultant.
As chief dealer and subsequently general manager of treasury, pensions and investments he became expert in structured finance, funding, trading, investments and risk management.
Peter’s economic analysis and expertise about the financial markets, is highly sought after by the Irish and international media. His direct manner, alongside his honest and clear assessments of present economic conditions, makes him very popular with the general public and the media alike, he features regularly on RTE, TV3, BBC World, RTE Radio, Today FM and NewsTalk.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AEHI
Peter Brown's presentation was outstanding! I look forward to more presentations by him. This presentation was very relevant, insightful, and useful.
DS
This was a perfect update from CPAs who want to stay up today on a macro level. I look forward to the Q2 update.
May 12, 12:00 PM ET
May 12, 01:00 PM ET
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May 13, 09:30 AM ET
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