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Invest Your Way

  • ITEM SKU
    8575
  • CPE Hours
    12
  • Full Course Price
    $84.50
Exam Questions: 60
Course Level: Basic
Pages: 240 | Content: 214, Supplemental: 26
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 8575

This course will focus on attaining financial independence by helping you develop an investment strategy that works for you and your clients. You’ll find plenty of useful tips to help master the fundamentals of investing or take a portfolio to the next level. In this practical, comprehensive guide, you’ll discover actionable techniques that can be applied right now. You’ll find it helpful as you assist your clients with creating long-term financial security. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • The Pathway to Financial Freedom
  • Develop a Financial Philosophy
  • The Math Behind Financial Freedom
  • Investors Behaving Badly
  • A Clear Path to Follow
  • A New Way of Thinking About Risk
  • Don’t Put All Your Eggs in One Basket
  • What Success Looks Like
    • Create Your Investment Strategy
  • Finding the Right Investments for You
  • When a House Is More Than a Home
  • Stay on the Pathway to Financial Freedom
Objectives
  • To recall the definition of “freedom” in the context of financial independence
  • To recognize when most people begin to develop their money philosophy
  • To identify the effect on accumulating wealth due to taxes
  • To recall why classical economists traditionally assume that humans behave rationally
  • To recognize how having a defined goal helps an investor improve the quality of their judgments
  • To identify the difference between risk capacity and risk tolerance
  • To recall the Bogleheads approach to portfolio construction
  • To identify the various sources of edge
  • To recognize the single largest driver of long-term returns
  • To recall the fundamental source of a company’s value
  • To recall why the investment hurdle rate is higher for people in a higher marginal tax bracket
  • To identify the authors’ primary critique of using a market index to judge personal portfolio success

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.