Why Minimizing the Costs of Investment Products Should be a Priority of Advisors

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. 321323)
• 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 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Investment Decision Making 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 CPE Credit of Financial planning or analysis for Certified Government Financial Manager (CGFM)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Managing investment portfolio for Certified Treasury Professional (CTP)
• 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. 14026)
• 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 Common financial investments/ decision types for Certified FP&A Professional (FP&A)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 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 Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026)
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Stefan Sharkansky

Founder, Personal Fund

Stefan Sharkansky is the Founder and creator of Personal Fund and a former instructor at UC Berkeley and UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford University and a Ph.D. in Statistics (econometrics) from the University of Washington. His personal research on low-cost and tax-efficient investing led him to develop the mutual-fund and ETF cost-analysis and portfolio-building tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and publications such as The New York Times, Barron’s, Forbes, the Wall Street Journal, and USA Today. With his background as an academic, developer, serial entrepreneur, and former improv-comedy performer, Stefan is skilled at presenting complex topics in an accessible and useful format to help financial professionals better manage their clients’ portfolios.

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.