Investment Risk - How to determine risk for consumers

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Investment Risk - How to determine risk for consumers

Reviewed

January, 2024

Drew Stevens

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.

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.

Key topics discussed in this webinar:

Why is this topic important?
What is the risk?
How to determine risk for a client
Types of risk
Nonsystematic risk

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

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Long-Term Investments for Certified Treasury Professional (CTP)
1 CE Credit of Investment Planning for Chartered Life Underwriter (CLU)
1 CE Credit of Risk management concepts for Certified FP&A Professional (FP&A)
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.4

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Brittany Weaver, Accountant/Bookkeeper/Tax Professionals, CPA (US)

It was great!

Nellia Kamwendo, CPA in Canada, CIA

great course

David Westbrook, CPA (US)

Good course

Joseph Redd, CPA (US)

Great Info

Robert Fogarty, CPA (US)

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

1 Credit

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Subject Area

Finance

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Investment Risk - How to determine risk for consumers

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Brittany Weaver, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Nellia Kamwendo, CPA in Canada, CIA

David Westbrook, CPA (US)

Joseph Redd, CPA (US)

Robert Fogarty, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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