December 14, 2023


2 Total CPE Credits


Webinar (CA): Investments Planning in this Unprecedented Time: Is it Time to Abandon? 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Understanding investment theory vs. real world application
• Systematic approach to running an investment practice
• Constructing client investment portfolios tied to risk tolerance, time horizon, and market conditions
• Measuring investment success
• Evaluating software tools to assist in practice development and investment management
• Managing client expectations in an environment that is anything but ordinary
• Breaking down your clients understanding of investing
• Assessing Risk and return relationships
• Deciphering Investment vehicles
• Monitoring the client's investment portfolio

Major Topics

• Understanding, and assessing risk and return
• Investment vehicles
• Designing an asset allocation portfolio in today's environment for different stages of life

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of finance.

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

Please login to register.