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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.
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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.
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:
Founder, Baggot Investment Partners
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.
Duration
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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.
40 Ratings
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DS
Apr 6th, 2023
This was a perfect update from CPAs who want to stay up today on a macro level. I look forward to the Q2 update.
CC
Nov 19th, 2023
Excellent presentation - very informative, clear and to the point.
JG
May 17th, 2023
Very interesting
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