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Wise Investing Made Simple

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Before starting this self study program, please go through the instructional document.

Overview

  • How Markets Really Work
    1 mins
  • Point Spread Equalizes the Odds of Winning
    16 mins
  • The P/E and the BTM Act Like the Point Spread
    23 mins
  • Which Property Should You buy?
    28 mins
  • The Failure of the Very best
    35 mins

Course Description

The CPE webinar discussion is designed to provide lessons on how markets work, how they actually set prices and address the question of should you use active or passive strategies. The speaker uses analogies to more ordinary subjects to teach finance concepts with which most investors are unaware. 

Investors will learn that they should not make the mistake of confusing information with value relevant information, why riskier value companies have higher expected returns than growth stocks and that passive strategies provide you with the greatest odds of achieving your goals.

Key Topics Covered: 

  • How Markets Set Prices
  • When Even the Best Aren’t Likely to Win the Game
  • An Investor’s Worst Enemy


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Learning Objectives

  • To provide lessons on how markets work and how they actually set prices.
  • To identify whether passive or active strategies should be used.
  • To refrain from making the mistake of confusing information with value relevant information.
  • To recognize why riskier value companies have higher expected returns than growth stocks.
  • To identify that passive strategies provide you with the greatest odds of achieving your goals.

Who Should Attend?

  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Financial Investigator
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • VP Finance
  • Young CPA

Testimonial

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