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Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing 4172678B
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Learn the fundamental steps of constructing diversified investment portfolios. Incorporate fixed income to increase returns and reduce portfolio volatility. Identify the very best mutual fund managers to give you exposure to asset classes outside your areas of expertise.

 Export to Your Calendar 7/25/2017
When: 9:30 AM to 5:00 PM
Where: Webcast
CalCPA
4172678B
United States
Presenter: Patrick D. Powers, CPA, PFS, CFA
Contact: April Deneault
801-466-10227


Online registration is available until: 7/25/2017
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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Financial Literacy

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  8

Description

Learn the fundamental steps of constructing diversified investment portfolios. Incorporate fixed income to increase returns and reduce portfolio volatility. Identify the very best mutual fund managers to give you exposure to asset classes outside your areas of expertise.

Materials are provided as an ebook



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
  • Monitoring your portfolio

Objectives

  • Identify tools and templates to build investment portfolios.
  • Determine how to pick stocks, bonds, mutual funds and ETFs; understand how these selections affect portfolio returns.
  • Get exposure to key investment principles.
  • Recognize how to proactively monitor and evaluate a portfolio.
  • Get updated on current topics, such as ETFs, passive investing, high frequency trading and the fiduciary standard.

Level:  Beginning

Designed For

CPAs who invest for their clients or themselves and anyone who wants a working knowledge of investing in today's marketplace.

Advanced Prep:

None.

Prerequisite

None.

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