PFP Update: Investment Planning and Follow-up in an Election Era 2024

Overview

How can you solidify an appropriate investment strategy based on risk, help clients stay on top of potentially life-altering situations and help them understand the intricacies of investment planning? Gain a better understanding of investment markets and the effects of world events, assess client risk and matching to expected return, deal with increasing client concerns, and develop better investment solutions in a rapidly changing environment. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure? With new market heights attained often and unexpected events occurring regularly, how does one feel comfortable with an investment strategy? Where are investments headed in an economy-to some-on borrowed time? Companion Course: PFP Update: Income Tax, Retirement and Estate Planning 2024

Highlights

• Develop, design and monitor client investment portfolios
• Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships
• Assessing market conditions in a very unique and different environment
• How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues
• How investment vehicles work together to manage risk/return relationships
• How to build, monitor, evaluate and re-design an investment portfolio

Prerequisites

? A basic understanding of investing.

Designed For

CPAs, financial advisors and industry professionals

Objectives

• Learn how to navigate today's investment marketplace in difficult waters
• Identify why clients invest the way they do
• Determine which investment vehicles to use in varying situations
• Discover how to use various software tools to design different investment portfolios
• Apply modern investment portfolio theory to build client investment portfolios
• Understand how to turn prospects into clients by evaluating the return of existing prospect portfolios compared to portfolios you design
• Evaluate your client's portfolios using performance measurement tools

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.