Investment Risk - How to determine risk for consumers

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why is this topic important?

4 mins
What is risk?

11 mins
How to determine risk for a client

21 mins
Types of risk

26 mins
Non systematic risk

49 mins

Course Description

Anything and everything we do has some level of risk.

In investing, risk and return are highly correlated. Increased potential returns on investment usually go hand-in-hand with increased risk. Different types of risks include project-specific risk, industry-specific risk, competitive risk, international risk, and market risk. Return refers to either gains or losses made from trading security. The return on investment is expressed as a percentage and considered a random variable that takes any value within a given range. Several factors influence the type of returns that investors can expect from trading in the markets.

When it comes to financial concerns those risks increase. There are many types of risk to any investor such as market or even liquidity risk. The question is how to determine the risk and whether that risk is acceptable.

This CPE/CPD Finance webinar will aid you and your clients with a better understanding of risk and who should and should not invest in particular items.

Diversification allows investors to reduce the overall risk associated with their portfolio but may limit potential returns. Making investments in only one market sector may, if that sector significantly outperforms the overall market, generate superior returns, but should the sector decline then you may experience lower returns than could have been achieved with a broadly diversified portfolio.

Learning Objectives

To analyze the tolerance a consumer is willing to undertake.
To review and mentor clients on different types of risk.
To analyze how to create a risk assessment plan for every client.
To discuss how to implement a risk assessment plan for every client.

Recommended For

This Online CPE webinar is recommended for CPAs, CMAs, CVAs, CBA/MCBA, CFAs, and other professionals who wanted to understand investment risk.
This CPD webinar is also useful for Canadian CPAs who want to know about different investment risks.

Who Should Attend?

Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Certified Valuation Analysts
Chartered Financial Analyst
CPA - Large Firm
CPA - Mid Size Firm
Finance Pros
Finanical Analyst
Risk Managers
Young CPA

Course Qualification

Webinar Qualifies For

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

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

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business.

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

12 Strategic Principles that guide the business and eliminate the obstacles/
Modern methods that create fiscal controls and higher income.

My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization.

My innovative and transformative assistance is with:

Developing financial awareness that places more money into owners' hands.
Eliminating waste and processes that slow revenue, access to clients and competition.
Implementing strategies that have helped businesses develop more than $11B in new revenue.
Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.

By creating a strategic approach and realigning business, Drew will help your organization to:

Lower Customer Acquisition Cost
Increase financing while creating a fluid when planned exit
Competitive Proof the Firm
Build Industry and Brand Recognition
Increase Financial Wealth

Faq

FAQs content

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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

4.3

16 Ratings

Excellent

Very Good

Average

Poor

Terrible

Brittany Weaver, Accountant, CPA (US)

Sep 14th, 2022

It was great!

Robert Fogarty, CPA (US)

Sep 26th, 2022

Experienced technical issues with the webinar progress and ability to take the quiz. Second webinar with issues, this app is becoming very frustrating.