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Habits That Harm Investors and How to Handle Them

  • ACCT/BK
  • CPA (CA)
  • CFP (US)
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CIPM
  • CFIRS
  • CWS

Published: January, 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

  • Short cuts/Heuristics
    3 mins
  • Herd mentality
    12 mins
  • Marijuana stocks
    17 mins
  • Set and maintain goals
    27 mins
  • Starting early & power of compound interest
    43 mins

Course Description

When it comes to money and investing, we're not always as rational as we think we are—which is why there's a whole field of study that explains our sometimes strange behavior.

Studies have demonstrated that behavior rather than performance is the primary driver of success for the typical investor. Activities such as trying to time the market, checking portfolio balances daily and forming emotional attachments to stocks often result in inferior returns. This CPE course will examine these and other destructive behaviors and provide strategies to temper them.

While it’s impossible to predict the future, people who typically have the most successful outcomes have similar habits and common traits and you will find it out in this CPE webinar!

Major topics covered in this online CPE webinar:

  • Shortcuts and its consequences
  • Herd Mentality
  • Myopic Loss Aversion
  • Dalbar Study

Learning Objectives

  • To identify habits, activities and biases that harm investors 
  • To discuss strategies to temper and/or eliminate them
  • To examine the behaviors that drive investment success
  • To differentiate between positive behaviors and negative behaviors
  • To describe the best strategies to manage investment success

Recommended For

  • This CPE course is recommended for CPAs, CMAs, CFAs, Business Owners, Entrepreneurs, Investors, Financial Planners, and Other Individuals interested in learning about the tips and tricks to investment success.

Who Should Attend?

  • Business Owner
  • Business Student
  • Certified Financial Planner
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Personal Financial Specialist
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CE Credit of Investment Planning for Certified Financial Planner (US) (Approval No. 298848)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)

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

Daniel G. Mazzola , CFA, CPA

CFA/CPA/CFP/Registered Investment Advisor, American Portfolios Financial Services Inc.

Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.

About Company

American Portfolios Financial Services Inc.

www.americanportfolios.com

Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

44 Ratings

Excellent

26

Very Good

16

Average

1

Poor

1

Terrible

0

REW

R E Walck, CPA (US)

Mar 23rd, 2022

Having researched and written about cognitive blinders, much of the material was more refresher than new to me, but it's always a good idea to revisit the themes to see where we have let them creep back into our own behavior.

EE

Eileen Egan, CFP (US)

Mar 18th, 2022

Watched the entire program. When I completed watching the presentation, I went to take the quiz and was notified that an error had occurred and the page had to reload. When I went to take the final quiz, I received a message that I had to watch the entire presentation in order to take this quiz. So I had to sit through the presentation twice. This happened with another course as well..

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