CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Investing Guidebook

Learn to analyze financial opportunities and achieving consistent returns in this essential Investing Guidebook.

$203.00$233.00

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CPE Credits

7 Credits: Specialized Knowledge
Course Level
Overview
Format
Self-Study

Course Description

It can be difficult to earn a consistent return on your invested funds. In the Investing Guidebook, we cover how to set up a structured approach to investing that improves your ability to gain a good return on your investments. It addresses the basic investment types, the sequence of investing activities, individual retirement accounts, and how to invest in stocks, bonds, and funds. It also reveals a number of ways to extract useful information from company financial statements, and how to measure your investing performance. The tips included in this course can be of great assistance in improving your investing skill.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the different types of investments.
  • Specify how to calculate the return on investment.
  • Describe the investing goals associated with a high marginal tax rate.
  • Identify the investing goals associated with someone approaching retirement age.
  • Specify the investing actions to take when the market appears to be overheated.
  • Identify the characteristics of an individual retirement account.
  • Recall the characteristics of the most common stock indices.
  • Specify the strategies most commonly followed by hedge funds.
  • Describe the best practices for investing in stocks and funds.
  • Identify the investment criteria for a money market fund.
  • Specify the differences between a market order and a limit order.
  • Recall how the accounting equation is used.
  • Specify the scenarios in which a business may report a cash balance of zero.
  • Identify the businesses in which inventory is more or less likely to be a consideration.
  • Recall the competitive strategies that require a reduced inventory investment.
  • Recall the circumstances under which financial leverage is more beneficial.
  • Specify the threshold at which debt levels are considered to be minor.
  • Recall how to calculate book value.
  • Specify the type of investor that is attracted to rapid sales growth.
  • Identify the situation in which a business experiences highly-reliable sales.
  • Recall the methods used to improve gross margin.
  • Specify which expenses are classified as operating expenses.
  • Identify the business model that tends to experience high operating expenses.
  • Recall how the net profit margin can be improved.
  • Specify what may happen when a company’s price/earnings ratio is high.
  • Identify the contents of the total shareholder return calculation.
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Course Specifics

Course ID
SS1224366960
Revision Date
August 28, 2024
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
161

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …