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Webinar(CA): Personal Financial Planning Update: Investments


Focus on how CPAs can read world events, including the 45th presidency, the current political climate, and understand changes in the investment markets.
Attendees will consider the following questions during this course:

How does one take stock in a world that is not secure?
With new market heights attained often and unexpected events occurring on a regular basis, how does one feel comfortable with an investment strategy?
Where are investments headed in an economy;to some;on borrowed time?

Learn to solidify an appropriate investment strategy based on risk; help clients stay on top of potentially life-altering situations; and help clients understand the intricacies of investment planning. Gain abetter understanding of investment markets, the effects of world events, assessing client risk and matching to expected return, dealing with increasing client concerns, and developing better investment solutions in a rapidly changing environment.
Formerly titled:Personal Financial Planning Update: Investment Update

Learning Objectives

Determine how to assess a client’s risk tolerance and manage expectations by understanding risk/return relationships.
Determine how to assess world market conditions
Identify why clients invest the way they do.
Determine which investment vehicles to use in varying situations.
Determine how investment vehicles work together to managing risk/return relationships.
Determine how to build an investment portfolio.
Determine how to monitor, evaluate and re-design an investment portfolio.

Major Topics

Today’s investment marketplace
Managing expectations in a tumultous world environment
Clients understanding of investing
Risk and return relationships
Investment vehicle distinctions
Investment portfolio design
Monitoring the client’s investment portfolio

California CPA Education Foundation
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs and financial planning professionals.

Jeffrey Rattiner

Knowledge or experience in basic investing.

Advanced Preparation


Event Information
Aug 10, 2020
11:30 am - 1:30 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar(CA): Personal Financial Planning Update: Investments

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