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Submission: On August 20 via api (August 20th 2022, 2:51:21 pm UTC) from CH — Scanned from FR

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BUY LOW. SELL HIGH. WHY IS IT SO DIFFICULT?

 * * 4.6
     
     
     
     
     
   * (22)

 * Heather Liston, CFP®, EA

 * HARGRAVE FIDUCIARY ADVISORS

 * Accountant
 * CPA/ABV
 * CPA (CA)
 * CFP (US)
 * CGFM
 * CMA
 * CPA (US)
 * CVA
 * CA - ICAEW
 * CFA
 * CPA/PFS
 * ChFC
 * ACCA
 * FSCP
 * CASL
 * ChSNC
 * RICP
 * WMCP
 * CIPM
 * CBA/MCBA
 * FPAC
 * CA - Ireland
 * CA - Scotland
 * CPA - Ireland
 * CFIRS
 * CWS

Published: June, 2022

Register


YOU NEED TO REGISTER FOR THE WEBINAR TO WATCH THE VIDEO.

Click Here to Register


BEFORE STARTING THIS SELF STUDY PROGRAM, PLEASE GO THROUGH THE INSTRUCTIONAL
DOCUMENT.


 * Course Description
 * Course Qualification
 * Presenter
 * FAQ


COURSE DESCRIPTION


OVERVIEW

 * What is behavioral Economics?
   3 mins
 * Who are you?
   9 mins
 * What does performance tell us?
   19 mins
 * Best days in history to buy stocks
   34 mins
 * Paralysis : The fallacy that inaction is safe
   43 mins


COURSE DESCRIPTION

If there’s one piece of advice you’ve heard your whole life, it’s “Buy low; sell
high.” But who hasn’t seen a client panic and stop contributing to her 401(k)
right at the moment when fund prices are lowest?

Somehow we’re wired to buy more shoes and more honey crisp apples when they go
on sale, but as soon as there’s a dip in stock prices a lot of people rush to
sell.

For traders and market participants, “buy low and sell high” is challenging to
implement in the short run. It’s easy to understand the highs or lows in
retrospect, but at the moment, when the near future is uncertain, it becomes
overwhelmingly difficult. This idea goes against our psychological biases and
instincts. When stocks fall, we fear the loss of money, and when stocks rise, we
fear the loss of opportunity. 

In this CPE Finance Webinar, we’ll look at some of the history and psychology
behind human reactions to stock market volatility and consider strategies for
avoiding overreactions and keeping clients grounded when their instincts work
against their best interests.


LEARNING OBJECTIVES

 * To review research studies from economics and psychology on factors like
   “recency bias” and “prospect theory” to help understand the emotions
   triggered by market volatility. 
 * To analyze stock market behavior over various time frames and gain
   perspective on reactive buying and selling vs. long-term strategies.
 * To inspect the language we use to describe changes in stock prices and how
   that can affect feelings about the market.
 * To analyze the psychology behind human reactions to stock market volatility.


RECOMMENDED FOR

 * This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM,
   PFS, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, and other
   finance professionals who want to understand the psychology behind human
   reactions to stock market volatility and consider strategies for avoiding
   overreactions.
   


WHO SHOULD ATTEND?

 * Certificate in Investment Performance Management
 * Certified Management Accountant (CMA)
 * Certified Public Accountant (CPA)
 * Certified Valuation Analysts
 * Chartered Financial Analyst
 * CPA (Industry)
 * CPA - Mid Size Firm
 * CPA - Small Firm
 * Finance Pros
 * Personal Financial Specialist (PFS)
 * Young CPA


COURSE QUALIFICATION


WEBINAR QUALIFIES FOR

 * 1 General Credit for Accountant/Bookeeper
 * 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
 * 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
 * 1 CPE Credit for Certified Government Financial Manager (CGFM)
 * 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
 * 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
 * 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
 * 1 CPD Credit for CA - ICAEW
 * 1 PL Credit of Behavioral Finance for Chartered Financial Analyst (CFA)
 * 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
 * 1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
 * 1 CPD Credit for Chartered Certified Accountants (ACCA)
 * 1 CPE Credit for Financial Services Certified Professional (FSCP)
 * 1 CPE Credit of Financial Planning for Chartered Advisor in Senior Living
   (CASL)
 * 1 CPE Credit of Financial Planning for Chartered Special Needs Consultant
   (ChSNC)
 * 1 CPE Credit of Financial Planning for Retirement Income Certified
   Professional (RICP)
 * 1 CPE Credit of Financial Planning for Wealth Management Certified
   Professional (WMCP)
 * 1 PL Credit of Behavioral Finance for Certificate In Investment Performance
   Measurement (CIPM)
 * 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified
   Business Appraiser (CBA/MCBA)
 * 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
 * 1 CPD Credit for Chartered Accountants - Ireland (CAI)
 * 1 CE Credit for Certified Financial Planner (US) (Approval No. 304017)
 * 1 CPD Credit for Chartered Accountants - Scotland
 * 1 CPD Credit for CPA - Ireland
 * 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
 * 1 CE Credit for Certified Wealth Strategist (CWS)
   


ADDITIONAL DETAILS

 * Course Level :
   Basic
 * Credits :
   1
 * Instructional Method :
   QAS Self Study
 * Pre-requisites :
   None
 * Advance Preparation :
   None


NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National
Registry of CPE Sponsors through its website: www.NASBARegistry.org.


PRESENTER


ABOUT PRESENTER


HEATHER LISTON, CFP®, EA

Vice President, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource
planning for all of life, with special attention to retirement preparation and
the combining and managing of assets in new or changing relationships. She also
holds the IRS’s Enrolled Agent credential, as evidence of her expertise in
income tax planning. Heather loves helping individuals, couples, and small
businesses meet their long-term goals while also enjoying their assets and
opportunities in the present.


She did her undergraduate work in liberal arts at Princeton University and
earned a Masters in Accounting at the New York University Graduate School of
Business Administration and a Certificate in Personal Financial Planning from
the University of California at Berkeley.


Heather’s volunteer work includes positions as Board Treasurer for the Marin
Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning
Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for
KQED Radio.


She is available for a single consultation, an ongoing advisory relationship,
and/or creation and monitoring of a comprehensive plan. She does not manage
investments or sell products, although she can refer you to appropriate people
who do.






ABOUT COMPANY


HARGRAVE FIDUCIARY ADVISORS

hargravefa.com

Hargrave Fiduciary Advisors offers a team-focused approach, which gives clients
individualized attention and personalized service.

With an average of 15 years of experience each in corporate retirement planning,
our staff offers expertise and market knowledge that helps our clients’
retirement plans succeed.




FAQ


FAQS CONTENT

 * To receive Continuing Education credit for the event, you must register for
   the webcast prior to the start of each program.
 * Continuing Education Credit Certificate is available to all eligible
   participants within 24 hours of each webinar.
 * You must attend complete live webinar and respond to all polling questions
   asked during the webinar. Credits would be issued on 50 minute credit hour
   basis.
 * Polling feature Not supported: If you are logging in through browser or web
   portal in the browser (zoom.us) it doesn’t support the polling feature.
   Please be advised the current polling feature can only be supported via Zoom
   desktop and mobile app. You can check the same here :
   https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
 * This event may be a recorded rebroadcast of a live event done in past and the
   instructor will be available to answer your questions during/after the
   webinar.
 * If you still face the polling problem please don’t panic and provide your
   response in the chat and we shall consider the same for processing for
   credits. You can download Zoom by clicking on the mentioned link :
   https://zoom.us/download
 * Our courses meet the global Continuing Professional Development (CPD-IES7)
   Standard for Chartered Accountants with International Education Standard 7
   (IES 7) set by The International Federation of Accountants (IFAC), the
   International Accounting Education Standards Board (IAESB) and the
   Association of Chartered Certified Accountants (ACCA). Based on our
   accreditation by existing IFAC members and affiliates, we believe learners
   can count their professionally relevant, verifiable learning activities on
   myCPE, including taking on demand courses and attending live webinars, toward
   fulfillment of their verifiable CPD-IES7 requirements. However, if there is
   any question, we recommend that the individual learner confirm with his/her
   professional licensing organization before taking myCPE courses for CPD-IES7
   credit.
 * You can manage your continuing education certificates and credits through
   your certificate dashboard which is available when you are logged in to
   your account (LOGIN)
 * As an accredited provider of Continuing Professional Education in the United
   States, myCPE online learning platform, courses, and webinars meet the
   requirements set forth by the Institute of Management Accountants (IMA), an
   IFAC Member Organization, as well as the National State Boards of Accountancy
   (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates.
   As well as it has been approved by NASBA, Internal Revenue Service (IRS),
   Certified Financial Planner Board (CFP Board), California Tax Education
   Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource
   Certification Institute (HRCI) and many more.Therefore, we believe learners
   can count their professionally relevant, verifiable learning activities on
   myCPE, including taking on demand courses and attending live webinars, toward
   fulfillment of their verifiable continuing education requirement as CPD-IES7
   requirements. However, if there is any question, we recommend that the
   individual learner confirm with his/her professional licensing organization
   before taking myCPE courses for CPD-IES7 credit.
 * myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP |
   CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF
   and others.


RATINGS AND REVIEW


4.6

22 Ratings

Excellent



16

Very Good



4

Average



2

Poor



0

Terrible



0

Sort By: Most Relevant
 * Most Relevant
 * Highest
 * Newest
 * Lowest

YD

YUKO DUBOIS, CFP (US), EA

Jul 18th, 2022

a very enjoyable session that contains helpful tips and slides for my client
meetings.

YJ

YAN JI, CPA (US)

Jun 22nd, 2022

good course.


PREMIUM

1 Credit

Subject Area

FINANCE





SELFSTUDY WEBINARS

Construction Audit Series - Using Earned Value Management in your Construction
Audit Reports
View Details
Auditing Revenue Recognition – Grasping the Higher Risks and Special Audit
Considerations
View Details
Introduction to The Inflation Reduction Act of 2022
 * 4.6
 * 
 * 
 * 
 * 
 * 
 * (5)

View Details
Deep Dive into Form 990s for Experienced Preparers
View Details
Importance to Understanding Student Loan Debt and 6 Ways to Pay It Off
View Details
Tax Practitioner’s Guide to Student Loans
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (1)

View Details
Auditing Contingencies and Going Concern Uncertainty – Testing for Completeness
and Proper Disclosure
View Details
The Inflation Reduction Act and Taxes: What You Should Know
 * 4.7
 * 
 * 
 * 
 * 
 * 
 * (11)

View Details
Tax Update: Inflation Reduction Act of 2022, Rev. Proc. 2022‐32, and Backup
Withholding
 * 4.7
 * 
 * 
 * 
 * 
 * 
 * (3)

View Details
Audit Reporting Advanced Concepts – Understanding the Impact of General Audit
Procedures on Disclosures and Audit Report Modifications
 * 4.0
 * 
 * 
 * 
 * 
 * 
 * (1)

View Details
TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties
 * 4.0
 * 
 * 
 * 
 * 
 * 
 * (3)

View Details
Impact of Mergers and Acquisitions on Retirement Plans
View Details
Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (2)

View Details
Cyber Frauds & Cybersecurity for Financial Planners
View Details
Preparing Form 709 and Gift Tax Planning
 * 5.0
 * 
 * 
 * 
 * 
 * 
 * (2)

View Details

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