March 26, 2026


Webinar


2 CPE

Webinar (CA): PFP Update: Investment Planning in This New Era 25-26 🗓

March 26, 2026
Webinar
2 CPE

Webinar (CA): PFP Update: Investment Planning in This New Era 25-26 🗓

  • Instructor

    Jeffrey
    Rattiner

Learning Objectives

• Learn how to navigate today's investment marketplace in difficult waters
• Identify why clients invest the way they do
• Determine which investment vehicles to use in varying situations

Major Topics

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

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Personal Financial Planning

Prerequisites

? 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

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 99 99
    Join
  • COCPA Non-Member

    $ 129 129
    Your Price

Please login to register.