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When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

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What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

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NASBA Fields of Study

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State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

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Latest CPE Webinar on Investment Lessons From 2020 Pandemic

4.4 (18)

Larry Swedroe

Buckingham Wealth Partners

CPA Canada
CPA
CPA/PFS

Published: March, 2021

1.5 Credits

$15

Subject Area

Finance

Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Selfstudy Webinars

the efficacy and application of 30 common trusts

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basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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introduction to financial & estate planning for iras

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(10) View Details

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ethics: 7 questions you must ask of every job candidate

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ethics: the grateful accounting / tax professional

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in-depth review of u.s. - ca tax treaty - a primer

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aicpa code of conduct in the real world

(28) View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

View Details

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

Do Not Take More Risk Than You Have the Ability, Willingness or Need to Take

2 mins
bonds Are For safety, Not Income

10 mins
Even with a Clear Crystal Ball, Accurate Market Predictions Are Difficult

22 mins
Ignore All Forecasts

35 mins
They Are Called "Risk Premiums" for a Reason

49 mins
The Road to Riches Isn't Paved with Dividends

60 mins

Course Description

Every year the markets provide us with lessons on the prudent investment strategy. Many times markets offer investors remedial courses, covering lessons they taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t yet know.

This crazy year has changed everything, but it’s also highlighted some classic investing lessons in new ways. Given that the markets had to deal with the Covid crisis, it should not be a surprise that 2020 provided more than the usual share of lessons—we will cover 16. As you may note, many of them are repeats from prior years. Unfortunately, too many investors fail to learn them—they keep making the same errors. . The market will provide opportunities to make investment mistakes. You can avoid making errors by knowing your financial history and having a well-thought-out plan.

This investment webinar will teach you some most important lessons.

Key topics:

Devising a well-developed plan until you reach financial goals
Expecting the ‘unexpected’
How to prepare and plan for the ‘unexpected’
Investment risk, goals and returns
Stock prices and market predictions
Stock market and economy
Investment in various instruments
Investment in active funds v/s passive funds
Diversification is essential
Tax considerations on investment income
Hedge funds

Learning Objectives

To analyse the risks and returns in different types of investments
To design investment strategy to reach ones financial goals
To employ investment principles
To expect the unexpected and plan for it
To analyze the benefits of investment diversification
To analyze the tax impact on investment decisions

Who Should Attend?

CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Young CPA

Testimonial

4.4

(18)

56%

28%

17%

Investment Lessons From 2020 Pandemic

Subject Area

Finance

Webinar Qualifies For

Selfstudy Webinars

You need to register for the webinar to watch the video.

Before starting this self study program, please go through the instructional document.

Overview

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Larry Swedroe

About Company

Buckingham Wealth Partners

FAQ

Refund/Cancellation Policy

Testimonial

4.4