The Big Debate: Passive Vs. Active Investing

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

The Big Debate: Passive Vs. Active Investing

Reviewed

January, 2024

Drew Stevens

This course no longer qualifies for Continuing Educations Credits for these qualifications : CFP(US)

Learning Objectives

To define Active Investing and passive Investing
To discuss the fundamental differences between active and passive investing
To create a strategic plan for their clients based on risk and cost
To identify the advantages and disadvantages of each approach
To seek the differences between Active and Passive Investing

Course Description

This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Whenever there’s a discussion about active or passive investing, it can pretty quickly turn into a heated debate because investors and wealth managers tend to strongly favor one strategy over the other. While passive investing is more popular among investors, there are arguments to be made for the benefits of active investing, as well. Although both styles of investing are beneficial, passive investments have garnered more investment flows than active investments. In this Online CPE webinar, Drew Stevens will discuss the advantages disadvantages, and differences between Active and Passive Investing.

One of the foremost issues encountered while constructing investment portfolios is the strategy to be used while choosing investments: whether to use active investing or passive investing. Active investing involves being more aggressive in the investment approach and hence would entail higher returns compared to passive investing. While it may seem more logical to go for active investing, there are merits in passive investing as well. One requires a real-time thorough monitoring system; the other is longer-term and less costly. There is no right or wrong, strictly personal approach.

This informative online CPE webinar offers both approaches so that professionals can help their clients with the best alternatives related to risk.

This Online CPE Course on Finance covers the following major topics:

What is Active & Passive Investing?
Benefits of Passive Investing
Benefits of Active Investing
Human Behaviour
Case Studies

Overview

Why a discussion now

5 mins
financial instruments an overview

9 mins
Influences in the financial markets

25 mins
Risk tolerance

31 mins
Active and passive pros

44 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 Corporate Finance for Certified Management Accountants (CMA)
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Long-Term Investments for Certified Treasury Professional (CTP)
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
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

4.5

Excellent

Very Good

Average

Poor

Terrible

Wenda Mistak, CPA (US)

Useful general and planning information for everyone no matter which stage of the investing lifecycle they are at in their lives.

XLM

Xiao Lan Ma, CPA in Canada

This webinar is informative and effective. Well structured.

Harpinder Grewal, CPA in Canada, PCP

Overall content was up to date and good.

Irina Thomas, CPA (US)

Great

Sherwin Clemons, CFP® (US)

The instructor said many things that were incorrect. It feels like listening to a used car salesman.

1 Credit

Add to Watchlist

Subject Area

Finance

Unlimited Access Plan

Access to 13,000+ Hours of Continuing Education Approved Content Know More

Subscribe to Access

Inclusions

Continuing Education Certificates for Multiple Qualifications View
Instant Certificates
Access on Mobile, Tablet and Desktop

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

The Big Debate: Passive Vs. Active Investing

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

4.5

Wenda Mistak, CPA (US)

Xiao Lan Ma, CPA in Canada

Harpinder Grewal, CPA in Canada, PCP

Irina Thomas, CPA (US)

Sherwin Clemons, CFP® (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Inside the Ticker Tape: How Financial Markets Really Work

Stock Investing Course

Financial and Estate Planning: Tools and Techniques