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Habits That Harm Investors and How to Handle Them

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • 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 of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance 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 of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
  • 1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)

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 Mazzola

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.
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  • 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

159 Ratings

Excellent

89

Very Good

59

Average

10

Poor

1

Terrible

0

JD

Joann Dilley, Accountant

Nov 11th, 2021

This presentation was a great summary for some strategies and mistakes when investing in the stock market. The common sense advice was presented in an interesting and informative manner.

DV

David Volpe, CPA (US)

Sep 29th, 2022

Daniel was fantastic and approachable. I especially appreciate his non-biased approach when things like politics came up.

RB

Robert Blackwell, CPA (US), CPA/PFS

Sep 29th, 2022

Very useful information for a young investor and a refresher for the older investor

KS

Kevin Schroeder, CPA (US)

Nov 10th, 2021

Good personal experiences shared

VP

Vito Puntillo, CPA (CA), CPA (US)

Sep 29th, 2022

One of the better ones

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