Personal Financial Planning Update: Investments

Description

Consider the following questions during this course:

• How does one take stock in a world that is not secure?
• With new market heights attained often and unexpected events occurring on a regular basis, how does one feel comfortable with an investment strategy?
• Where are investments headed in an economy—to some—on borrowed time?

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

Highlights

• Today's investment marketplace
• Managing expectations in a tumultous world environment
• Clients understanding of investing
• Risk and return relationships
• Investment vehicle distinctions
• Investment portfolio design

Objectives

• Determine how to assess a client's risk tolerance and manage expectations by understanding risk/return relationships.
• Determine how to assess world market conditions
• Identify why clients invest the way they do.
• Determine which investment vehicles to use in varying situations.
• Determine how to build an investment portfolio.

Designed For

CPAs and financial planning professionals.