Personal Finance – What are structured notes and should I invest?

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 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321335)
• 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CE Credit of Investments for Chartered Financial Consultant (ChFC)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 1 CE Credit of Investments for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Investment Planning for Certified Financial Planner - Canada (Approval No. 13877)
• 1 CE Credit of Investments for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Investments for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE026)
• 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE026)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for CPA - Ireland
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 PL Credit of Investment Decision Making for CIPM
• 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE026)
• 1 CE Credit of Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877)
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
• 1 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)

About Instructor

Dr. Robert Minniti

President, Minniti CPA LLC

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.

He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.

Additional Information

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.