Financial advisers to help prepare our clients for a reality check in a year sandwiched with an election, continued breakthroughs in technology, and increasing world turbulence. First, you'll learn how to read and react to world events, to understand the mechanics of the economy, and how to decipher through the international perplexity that continues to exist. Second, you'll learn how to assist in helping your clients prioritize their long-term objectives, and in dissecting investor parameters when designing an overall client portfolio by assessing risk tolerance, time horizon, marketability, liquidity, and tax concerns, all within this period of uncertainty. Third, you'll learn about the specifics of investments, which ones work in a changing marketplace, and how to evaluate and assess the many investment options that exist, all leading to how to combine investments for best results. Lastly, we'll also size up trends, prepare for changing times, and evaluate tools to help you keep score and measure success in constructing a weatherproof portfolio. You will leave this class with a better understanding of today's investment climate, and the appropriate investments you may wish to consider in providing this advice for others or for yourself.
Understand the complexities in today's marketplace.
Determine your clients risk tolerance and manage their expectations by understanding risk/return relationships.
Analyze client investment parameters including horizon, liquidity, marketability, income tax and diversification issues.
Identify reasons why clients invest the way they do.
Recognize which investment vehicles to use in varying situations.
Recall strategies echoing modern portfolio theory, efficient market hypothesis, capital asset pricing model, age-based and others.
Determine how to build an investment portfolio tied to risk tolerance, time horizon and market conditions.
Identify the features of various software tools to design a range of investment portfolios.
Evaluate your clients' portfolios using performance measurement tools.
Investment theory vs. real-world application
Running an investment practice
Analyzing client risk exposures and developing a game plan to address.
Constructing client investment portfolios
Measuring investment success
Evaluating software tools to assist in practice development and investment management
CPAs and financial planners who want to quickly and effectively establish successful investment advisory practices, assess and evaluate potential client risk, and help design diversified investment portfolios in the midst of the election season and other uncertainties.
Advanced Prep: None
Speaker: Jeffrey H. Rattiner
Field of Study: Taxes
CPE Credit: 8 Hours
Meet the Speaker:
Jeffrey H. Rattiner, CPA, CFP, MBA, is president and CEO of The JR Financial Group, Inc., an income tax, financial planning, consulting and training holding company. His Rattiner’s Financial Planning Fast Track™, Inc., is a nationally recognized boot camp for CPAs and other financial services professionals interested in becoming Cerified Financial Planner. His investment advisory practice, Rattiner Asset Management, Inc. (RAM) practices money management through asset allocation for consumers nationwide. Web site: HREF=http://www.jrfinancialgroup.com"TARGET="main">http://www.jrfinancialgroup.com"