Consider the following questions during this course:
Learn how to solidify an appropriate investment strategy based on risk; help clients stay on top of these potential life-altering situations; and how to help clients understand the intricacies of investment planning. Gain a better understanding of investment markets, the effects of world events, assessing client risk and matching to expected return, dealing with increasing client concerns and developing better investment solutions to a rapidly changing environment.
Formerly titled: Personal Financial Planning Update: Investment Update
PICPA Member: $79
Nonmember: $104
Course No. 4193174B Level: Intermediate
Prerequisites: Knowledge or experience in basic investing.