| Acronym |
JCSIW2 |
| CPE |
2 hours
|
Category
|
Taxation
|
| Level |
Basic
|
| Vendor |
Nichols Patrick CPE
|
| Who should attend |
CPAs in public practice and industry seeking to gain a better understanding of Investment Planning Strategies.
|
Prerequisite
|
None
|
|
| Fees: |
Early Bird
|
Standard
|
| Member |
N/A
|
$79 |
| Non-Member: |
N/A
|
$79 |
Description:
Investment planning strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into financial plans.
Specific topics include:
- Use of Asset Location to maximize after tax returns
- Core and satellite investment strategies
- Passive or Active – Which is best?
- Asset Allocation and Re-balancing techniques to increase returns and reduce downside risk.
- ETF strategies.
Objectives:
- To provide an overview and analysis of various investment planning strategies available for individuals.
REGISTER HERE
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