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Course Details

Overview of Topics

  • Investment scenario at present.8 mins
  • About SEC’s Jurisdiction over investment advice.11 mins
  • What is Passive Investing? What are various challenges and benefits of passive investing?18 mins
  • What are various characteristics and benefits of Active Investing?32 mins
  • A comparison between Active & Passive investing.34 mins
  • Which are the key Market Technicalities from the efficiency and risk perspective?40 mins
  • What is behavioral finance?52 mins
  • Words of the wise on the big debate.54 mins
  • The big debate - What does statistics suggest?55 mins
  • Which are various Passive investment strategies?58 mins
  • How active managers work?60 mins

Why You Should Attend ?

Many investors go to their accountants or tax pros for investment advices and often, they’re confused between Active Investing and Passive Investing. This webinar, with the help of history and case-studies, will help you understand both the strategies so that you can be in a better position to advise your clients.

Course Description

Billions of Dollars have been flowing from actively managed funds into index funds over the past several years and the debate of ‘Passive vs. Active Investing’ continues to baffle the minds of investors. This debate has a point to it as both the methods have their merits and pitfalls, and they both affect the investment outcomes in meaningful ways. This free CPE webinar will bring a detailed analysis of both these strategies and a look at history and case-studies to understand which really has worked best under different market conditions and what till.

Learning objectives

  • Are most mutual fund managers really underperforming?
  • How does behavioral finance impact outcome for investors?
  • Case Study comparing historical results on both strategies

About Presenter

Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement. 

She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k). 

Her expertise with plan design, ERISA law, internal controls and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.

Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University, Wells Fargo CFO Symposium 2017, National Purchasing Managers Association, among others as well as conducts CPE webinars free on various topics.

Terri is also author of Retire Ready, Moral, Ethical, Prudent 401(k) Decision-Making for Employers and Plan Fiduciaries where she provides her expertise and easy-to-follow steps designed to help employers learn how to reduce financial stress in the workforce, support retirement readiness, inspire and motivate action, minimize cost and expenses, mitigate risk and lessen the workload.

Terri has been awarded the President’s Council Award, Oppenheimer Investments; Premier Advisor Award, Wells Fargo, to name a few.

Terri has been involved in her community as well and has served on the board of several nonprofits. She is a devoted advocate against domestic violence, Girl Scout Troop Leader and served as a Big Sister through the Big Brothers/Big Sisters program.

Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:32
  • Question 3 : 00:45
  1. For the active investment management which of the following plays a very crucial role in the opinion of the speaker?
  2. Which one of the following is the reaction in the bear market?
  3. Which one of the active and passive investment is the better strategy according to the webinar?
  1. Which one of the following reasons for a global shift to Passive Investing?
  2. Which one of the following represents the way to calculate return from the passive investment?
  3. Mr. Richard is looking for a lower cost lower tax investment strategy. Which one of the following would you suggest to Mr. Richard as an investment professional?
  4. Which one of the following represents the benefit(s) of Active investing?
  5. Which one of the following is true?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.5
(78)
67%
22%
9%
1%
1%
  • WB
    William Barnes , CPA
    Sep 12th 2019
    You were wonderful with the content and presentations Terri. Your examples were apt and conveyed the messages effectively. It was really a valuable webinar for me.
TG
Tom Giusti , CPA
That really was a great webinar. There were many useful insights. Thank you...!
XC
Xue Chen , EA
Terri is a learned professional. The contents were really easy to understand. I loved her presentation style.
LC
Lisa Caraway , CPA
This was a good webinar. Great content and smart presentation...!
LS
Lynne Sullivan , CPA
It was a very elaborate webinar. Great content...!
GS
Geoff Shaw , CPA
It was a wonderful webinar.

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.

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  • Cost $9
  • CPE Credits 1
  • Subject Area Specialized Knowledge
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date September 27 ,2019
  • Published Date September 27 ,2019
  • Who should attend? Finance Pros CFO/Controller Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

Move up a Grade: Revision Guide
Monday, May 18, 2020 View Details/Register
Knowledge Performance Indicators (KPIs) for SMEs
Wednesday, May 13, 2020 View Details/Register
Business Performance Management
Wednesday, May 13, 2020 View Details/Register
The Theory of Constrainst and Lean Accounting
Tuesday, May 12, 2020 View Details/Register
THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT
Friday, May 08, 2020 View Details/Register
The Accountant's Guide to Climate Change
Friday, May 08, 2020 View Details/Register
Professional Ethics for Accountants
Thursday, May 07, 2020 View Details/Register
Nebraska Ethics Principles and Conduct for CPAs
Friday, April 17, 2020 View Details/Register
MONTANA Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Massachusetts Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Maryland Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Executive Overview of Revenue Recognition (Topic 606) Exploring Both the Accounting & Tax
Wednesday, May 06, 2020 View Details/Register
Principles of Financial Statement Presentation
Wednesday, May 06, 2020 View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Monday, May 04, 2020 View Details/Register
Performance Measurement
Thursday, April 30, 2020 View Details/Register