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Annual Investment Update Webcast

CPE

When
Dec. 15
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $285 | Nonmember: $385

CLE Credit Add-On: $50


 More Information

Course No.
663303
Level
Update
Prerequisites
None
Note

Taught by the course author!

Description

Learn about recent domestic and global equity and bond market activity. Explore the impact of recent market and economic events on current market conditions, investment objectives, and future decisions.

Highlights

  • Fundamental investment markets and products
  • Investment allocation options
  • Factors that affect potential market direction, including economic conditions
  • Bonds: valuation analysis and projections
  • Basic investment valuation techniques and the valuation of investment products
  • Advantages and disadvantages of various 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 decisions
  • Deceptive marketing techniques
  • Costs, fees, and commissions


Speaker(s)

 

GERALD H. CARNES, JR.

MBA, CPA, CFF, FCPA

 RETIRED 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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