Personal Financial Planning Update: Investments

  • Tuesday, August 20, 2019

    1:30pm – 3:30pm
    (Registration: 1:00pm)
  • 2
    Specialized Knowledge

Focus on how CPAs can read world events, the issues that have not been anticipated rocking the markets, the current political climate and ways to identify changes in the investment markets.

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 how to solidify an appropriate investment strategy based on risk; help clients stay on top of these potential life-altering situations; and how to help clients understand the intricacies of investment planning. Gain a better 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 to a rapidly changing environment.

Formerly titled: Personal Financial Planning Update: Investment Update


  • 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 to build an investment portfolio.


  • 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

Additional Information

Designed For

CPAs and financial planning professionals.



Advanced Preparation



2.00 Specialized Knowledge


Knowledge or experience in basic investing.

Course Number


Level of Knowledge


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