Welcome to ACPENWe are pleased to announce the expansion of the ACPEN Industry Institute webcast time offerings in order to accommodate a broader range of schedules. Several alternating weeknights and two Saturdays per month are being added to the mix to give you additional programming options! When registering for webcasts, please make note of whether the course is an AM or PM start time. |
Successful Wall Street Investing in 7 Steps
Length: 8 Hours
CPE Credits: 8
Learning Objective 1: Modern Portfolio Theory(MPT)
Learning Objective 2: Major macroeconomic forces today
Learning Objective 3: How the combination of Government and Wall Street activities affects securities markets
Field of Study 1: Specialized Knowledge & Applications
Program Level (Basic, Update, Intermediate, Advanced, Overview): Intermediate
Prerequisites: None
Advanced Preparation: None
Instructional Delivery Method: Group Internet Based
Course Registration Requirements: Online Registration
Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
This workshop is NOT a typical CNBC/Wall Street majority-view investment class. The emphasis here will be on bull market performance, macroeconomics, index funds, ETFs, commodities, gold and silver, "Peak Oil,", and unrepentant suspicion of Wall Street. There'll be basic investment concepts, and skill refinements, but the focus will be on making money using a "minority-view"/contrarian outlook of today's markets.
TOPICS
- Do a retirement plan: retirement plan literacy, goal setting, doing a plan
- Learn about the subject matter: performance benchmarks
- Find and capture investment ideas
- Analyze your investment ideas Implement an investment decision
- Do It Yourself Investing/ Licenses and Credentials
- Monitor and adjust the portfolio
- Measure Performance
PARTICIPANT COMMENTS
“Enjoyed the course. Really helped me to look at things differently.” ... Read More
Produced By:
Faculty
- Michael McGowan JD, CFP
Course Materials
- Workbook Coverpage
- Workbook
- Questions and Answers
- Important CPE Credit Information_2012
For Catalog Support: 1-800-747-1719 or email support
