Personal Financial Planning Update: Investment Issues and Today's Follow-Up!

Description

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 a better 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. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based 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? Formerly titled: Personal Financial Planning Update: Investment Update

Highlights

• 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

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

Designed For

CPAs, financial advisors and industry professionals