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Investment Selection: Stocks, Funds, and Bonds

When
Aug. 13
8:00 a.m. - 4:00 p.m.

Where
Best Western Premier the Central Hotel & Conference Center
Harrisburg - Map it

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
242901
Level
Basic
Prerequisites
None
Note

Taught by the course author!

This is a four-credit seminar.

Description

Understand the basics of investing. Review investing in individual stocks, mutual funds, exchange-traded funds, hedge funds, bonds, and undervaluation and overvaluation. Learn how to conduct risk analysis, market analysis, industry and sector analysis, fundamental analysis, and technical analysis, including chart reading techniques.

Highlights

  • Fundamental investment markets, products, and allocation options
  • Factors that affect potential market direction
  • Bonds: valuation analysis and projections
  • Advantages and disadvantages of products
  • Common investment problems and mistakes
  • Areas of investment and insurance misunderstanding and misuse
  • Basic analysis, valuation, and ratings of fixed instruments and equities, including life insurance products
  • Asset allocation and risk tolerance
  • Deceptive marketing techniques
  • Costs, fees, and commissions


Speaker(s)

 

GERALD H. CARNES, JR.

MBA, CPA, CFF, FCPA

REGISTERED INVESTMENT ADVISOR

 

 

            Gerald (Chip) Carnes operates an independent financial and investment advisory practice including a research analytics service, and an accounting and tax practice in western Pennsylvania.  He has authored numerous professional development courses, and has been a frequent speaker throughout Pennsylvania and the United States on the topics of financial planning, identifying and solving investment problems, investment planning, investment research and selection, economic analysis, and investment market analytics.  He is a former member of the NASD Board of Arbitrators, and provides expert witness and litigation support in financial cases, as well as acting as a case arbitrator. He is also an accounting and finance professor and Edinboro University of Pennsylvania,  Edinboro, PA.

 

            Mr. Carnes is a graduate of Penn State University, University Park, Pennsylvania with a B.S. in Operations Research and Management, and a graduate of Gannon University, Erie, Pennsylvania with a Masters Degree In Business Administration.  He is a Certified Public Accountant, and a member of the Pennsylvania and American Institutes of C.P.A.’s.  He was among the first C.P.A.’s in Pennsylvania to register as an investment advisor with the United States Securities and Exchange Commission and the Pennsylvania Securities Commission.  He continues to be a Registered Investment Advisor with the Pennsylvania Securities Commission and FINRA.   He is also a member of the AICPA  Forensic and Valuation Division(CFF), and a member of the Society of Forensic CPA’s(FCPA) with a special interest in securities and financial statement fraud.     

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