Personal Financial Planning Update: Investments WEBCAST

Monday, November 2 10:30am - 12:30pm PST

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2 Credits

Member Price $75.00

Non-Member Price $100.00


Focus on how CPAs can read world events, including the 45th presidency, the current political climate, and understand changes in the investment markets. Attendees will consider the following questions during this course: How does one take stock in a world that is not secure? With new market heights attained often and unexpected events occurring on a regular basis, how does one feel comfortable with an investment strategy? Where are investments headed in an economy;to some;on borrowed time? Learn to solidify an appropriate investment strategy based on risk; help clients stay on top of potentially life-altering situations; and help clients understand the intricacies of investment planning. Gain abetter understanding of investment markets, the effects of world events, assessing client risk and matching to expected return, dealing with increasing client concerns, and developing better investment solutions in a rapidly changing environment. Formerly titled:Personal Financial Planning Update: Investment Update.


Today’s investment marketplace, Managing expectations in a tumultous world environment, Clients understanding of investing, Risk and return relationships, Investment vehicle distinctions, Investment portfolio design, Monitoring the client’s investment portfolio,


Knowledge or experience in basic investing.

Designed For

CPAs and financial planning professionals.


Determine how to assess a client’s risk tolerance and manage expectations by understanding risk/return relationships. Determine how to assess world market conditions Identify why clients invest the way they do. Determine which investment vehicles to use in varying situations. Determine how investment vehicles work together to managing risk/return relationships. Determine how to build an investment portfolio. Determine how to monitor, evaluate and re-design an investment portfolio.







Jeffrey Rattiner

Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.

Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.

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Non-Member Price $100.00

Member Price $75.00