November 30, 2023


2 Total CPE Credits


Webinar (CA): PFP Update: Investment Issues and Today's Follow-Up 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Learn how to navigate today's investment marketplace and how to navigate in difficult waters
• Identify why clients invest the way they do
• Determine which investment vehicles to use in varying situations
• Discover how to use various software tools to design different investment portfolios
• Apply modern investment portfolio theory to build client investment portfolios
• Understand how to turn prospects into clients by evaluating the return of existing prospect portfolios compared to portfolios you design
• Evaluate your client's portfolios using performance measurement tools

Major Topics

• Develop, design and monitor client investment portfolios
• Determine how to assess a client's risk tolerance and manage expectations by understanding risk/return relationships
• Determine how to assess market conditions in a very unique and different environment
• Examining how clients need to potentially re-shape their investing strategies post-COVID and determining whether this process continue
• Determine how investment vehicles work together to managing risk/return relationships
• Determine how to build, monitor, evaluate and re-design an investment portfolio

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of investing.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisors and industry professionals


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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