Investment Planning Guidance During the Trump Administration

Course Details


Tuesday, October 22, 2019

8:00am – 10:00am
(Registration: 7:30am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




After the first two years in office, we have seen major shifts. Both good and bad, but more importantly with icnreasing speed and concern! what will happen during economic phases that may cause investment strategies to change? Cover the issues surrounding world events and ways to prepare clients with a sound investment strategy during the second half of ther Trump administration. .

Materials are provided as an ebook for this course.


  • Understanding the market
  • Reading and reacting to the industry investment signs
  • Preparing clients on how to deal with the issues that may affect investing during the Trump Administration.


  • Identify how to read and understand the investment markets during this unusual presidential era.
  • Recognize potential risks that may cause concern among your clients.
  • Determing what sources to rely upon in assessing these decisions
  • Determine appropriate strategies to help you prepare clients in a increasingly changing world.

Designed For

CPAs and financial planners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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