Investment Planning Guidance During the Trump Administration Webcast | 4203382A

Course Details

Date

Monday, July 6, 2020

7:30am – 9:30am
(Registration: 7:00am)

Field of Study

Specialized Knowledge

Course Number

4203382A

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Overview

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description




As the Trump presidency is exiting its first term, what will happen during the next four years in the 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 for the 2020's.

Highlights





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 remaining Trump Administration and the upcoming four years.

Objectives





Identify how to read and understand the investment markets during this presidential era and what is expected to develop during the upcoming four years.
Recognize potential risks that may cause concern among your clients.
Evaluate risk/return relationships when evaluatuing and selecting investment vehicles.
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.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

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

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