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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Hot Investing Topics for 2016 (INVT)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Advisory Services
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Learn about the top investment planning discussion topics for this year. What is hot…and what is not! We will cover what clients are reading, thinking and asking so that you, their advisor, can take a more proactive approach to investment planning strategies, whether you are actively managing investments or not.

Major Topics:

  • Are your 2015 tips already obsolete?
  • The “latest and greatest” investment tips for 2016
  • Best investment strategies in times of market volatility
  • Passive investing vs. active management: Is there still a place in your client's portfolio for outside investment managers?
  • Tax location and efficient strategies – what is this all about?
  • Commodity and natural resource investments – is now the time to buy?
  • Robo advisors – will they make CPA Financial Planners obsolete?
  • Expenses, expenses, expenses – how can we help a client minimize their investment management fees?

Learning Objectives

  • Identify the latest investment topics to discuss
  • Plan for the best way to position these topics
  • Help clients prioritize investment objectives
  • Assist in applying planning strategies and avoid implementation obstacles
  • Help clients avoid common financial planning mistakes
  • Determine if you can add value to a client’s financial planning team
  • Learn tips for recommending and recruiting outside experts to the financial planning team

Who should take this course:

Designed for:

CPA financial planners

Prerequisite:

None

Advanced Preparation:

None

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