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Live Webinar

60-minute live streaming program
  • December 17
  • 1:00 - 2:00 pm EST

Taking the Mystery Out of Wall Street and How to Invest Like a Millionaire

December 17

Gain a better understanding of Wall Street and learn how to play along like the financial professionals.

Wall Street terms and business news can bore or scare the heck out of many people. Stocks up by 900 points and down the next day by 1200 points. What does this all mean? Does the loss of points mean you have lost all your money? When the President speaks or does not get elected does that impact your future investment portfolio? Did your IRA and mutual funds decrease because a foreign power is mad at the United States? Did the pandemic kill stocks? These are normal questions that can all be addressed by better understanding Wall Street and learning how to play along like the financial professionals.

Learning Objectives

  • You will be able to review the history of Wall Street and how money is made.
  • You will be able to recognize different players on Wall Street.
  • You will be able to describe the difference of all these financial instruments.
  • You will be able to explain what is in your IRA’s and pension accounts and why you need to look at the data.

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Why Lorman?

Over 33 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

History of Wall Street and How Money Is Made

Different Players on Wall Street

Difference of All These Financial Instruments

Determine What Is the Best Method for Investing in Wall Street

Create Wealth by Learning About Financial Advisors, Market Analysts and Fundamental Analysis

What Is in Your IRA's and Pension Accounts and Why You Need to Look at the Data

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More Program Information

Why Lorman?

Over 33 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

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • 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: https://www.nasbaregistry.org/cpas/complaints. 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: . 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 controllers, accountants, CFOs, CEOs, bookkeepers, business owners and managers, business and financial analysts, risk managers, operations managers, and consultants.

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Why Lorman?

Over 33 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.

Drew Stevens, Ph.D.

Stevens Consulting Group

  • President of Stevens Consulting Group
  • 33 years of true sales experience
  • Author of the successful sales process books - Split Second Selling and Selling the Norm, and Split Second Customer Service; as well as 10 other books
  • Creator of the Sales Leadership Certificate, one of only 64 programs in the United States offering an accredited degree in the profession of selling
  • Has a top ranked podcast - Sales Acceleration
  • Works with organizations and individuals that struggle and transforms them into wealthy professionals
  • Leading international keynote speaker and is often requested by the media
  • Over 2,800 articles in sales and customer service, 45 audios and over three decades of revenue experience
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More Program Information

Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408235
Published 2020
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Register today before this event fills.