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Personal Financial Planning Update: Investment Update Webcast

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Course Description

How do you take stock in a world that is far from secure? Where do you see investments headed in an economy which is anything but stable? This class will focus on how CPAs can read world events, including the upcoming election and political climate, and understand the changes in the investment markets. You'll learn how to solidify an appropriate investment strategy based on risk; help your client stay on top of these potential life altering situations; and how to help your clients understand the intricacies of investment planning.

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Learning Format 2.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Intermediate