Personal Financial Planning Update: Investments Webcast | 4203174C

Course Details


Monday, November 2, 2020

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

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Knowledge or experience in basic investing.


Focus on how CPAs can read world events, including the 45th presidency, the current political climate, and understand changes in the investment markets.
Attendees will 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 to solidify an appropriate investment strategy based on risk; help clients stay on top of potentially life-altering situations; and help clients understand the intricacies of investment planning. Gain abetter 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 in a rapidly changing environment.
Formerly titled:Personal Financial Planning Update: Investment Update


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
Monitoring the client's investment portfolio


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 investment vehicles work together to managing risk/return relationships.
Determine how to build an investment portfolio.
Determine how to monitor, evaluate and re-design an investment portfolio.

Designed For

CPAs and financial planning professionals.

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 $101.00

CPE Choice

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

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