Investing Guidebook ON DEMAND
Available Until
Your Desk
7.0 Credits
Member Price $203.00
Non-Member Price $233.00
Overview
It can be difficult to earn a consistent return on your invested funds. In this course, we cover how to set up a structured approach to investing that improves your ability to gain a good return on your investments. This investing course for financial advisors and tax professionals addresses the basic investment types, the sequence of investing activities, individual retirement accounts, and how to invest in stocks, bonds, and funds. Our course also reveals a number of ways to extract useful information from company financial statements, and how to measure your investing performance. The tips included in this course can be of great assistance in improving your investing skill.
Highlights
Investing basics. Baseline investing activities. Individual retirement accounts. Investing in stocks. Investing in lending arrangements. Investing in funds. Working with brokerage firms. The interpretation of financial statements. Investing metrics.
Prerequisites
None.
Designed For
Financial advisors and tax professionals.
Objectives
Identify the different types of investments. Specify how to calculate the return on investment. Describe the investing goals associated with a high marginal tax rate. Identify the investing goals associated with someone approaching retirement age. Specify the investing actions to take when the market appears to be overheated. Identify the characteristics of an individual retirement account. Recall the characteristics of the most common stock indices. Specify the strategies most commonly followed by hedge funds. Describe the best practices for investing in stocks and funds, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $233.00
Member Price $203.00