Gain an understanding of what instruments to use during volatile, not inflationary times.
When markets are volatile, investors attempt different methods in order to secure a return on investment. The problem, however, is that many external forces create market volatility. These include but are not limited to politics, inflation, consumer confidence, national debt, and many other factors. Investors then need to find methods during volatile times to secure their assets. Without understanding the right financial instruments, investors may take on unexpected risk. This course will illustrate to investors which instruments to use during volatile, not inflationary times.
Learning Objectives
- You will be able to define methods for sustainable investing.
- You will be able to discuss methods to read where the financial markets are headed.
- You will be able to describe reasons to conduct your own market research.
- You will be able to explain the differences between debt and equity instruments to make the proper financial decisions.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Compare and Contrast Methods for Sustainable Investing
Discovering Methods to Read Where the Financial Markets Are Headed
Four Reasons to Conduct Your Own Market Research
Learn the Differences Between Debt and Equity Instruments to Make the Proper Financial Decisions
Discover the Differences Between Active and Passive-Aggressive in Which Path to Take During Inflationary Times
Learn Why the Federal Reserve Actions Make a Difference in Your Portfolio Selection
Understand Why Fundamental and Technical Analysis or Helpful During Portfolio Allocation
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Credit
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
CPE 1.2 including Finance 1.2
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 1.2 hours. Prerequisite: basic knowledge of DOL Fiduciary Rule. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for wealth managers, investment brokers, financial planners, stock brokers, estate planners, presidents, vice presidents, CPAs, CFPs, and other financial executives.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
- Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
- Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
- His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
- Has produced over $11 billion in revenue for organizations while always delivering to others
- Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
- Registered insurance professional and working actively towards his investment advisory certification
- Well-known international keynote speaker and seminar producer
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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