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Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing (4152678D)
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"Learn the fundamental steps of constructing diversified portfolios; how to use fixed income to make money and reduce portfolio volatility; and when to use mutual fund managers to give you exposure to asset classes outside your areas of expertise. "

11/9/2015
When: 11/9/2015
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Patrick D. Powers, CPA, PFS, CFA
Contact: April Deneault
801-834-6634


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Learn the fundamental steps of constructing diversified portfolios; how to use fixed income to make money and reduce portfolio volatility; and when to use mutual fund managers to give you exposure to asset classes outside your areas of expertise.


  Objectives:



    Identity practical tools and templates to help you build investment portfolios for yourself or your clients.
    Determine how to pick stocks, bonds, mutual funds and ETFs, and learn how these selections affect portfolio returns.
    Recall key investment principles to help you meet your goals.
    Recognize how to pro-actively monitor and evaluate your portfolio.

   
  
        
   

Major Subjects:

   

    Portfolio construction and stock selection, monitoring and evaluation
    Asset allocation/diversification
    Market sectors
    Reducing volatility
    Fixed-income fundamentals
    Mutual and exchange traded funds
    Performance calculations
    Benchmarks
    Choosing investment managers
 
    

              

Designed For:   CPAs who invest for their clients or themselves and anyone who wants a solid working knowledge of the investing world.
 

Prerequisite:  None

Advanced Prep:  None

Speaker: Patrick D. Powers, CPA, PFS, CFA

Vendor: CalCPA

Field of Study:    Tax

Level:  Beginning

CPE Credit: 8 Hours

Acronym:    SBMF

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Patrick D. Powers, CPA/PFS, CFA, CFP – Patrick Powers is President and founder of Powers Capital Investments, Inc., in Anaheim Hills, CA, a SEC registered investment advisor. Powers Capital manages investment portfolios for qualified plans, foundations and high net worth individuals. Mr. Powers is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA/PFS). He began his career at KPMG in Minneapolis, Minnesota. Mr. Powers has a Bachelors Degree in Business Administration with a concentration in Accounting from California State University, Fullerton.

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