Personal Financial Planning- Investments (VIRTUAL SEMINAR)

More Courses

PFPI-WEB  |  Virtual Live & In-person  |  Update  |  Scheduled

Special Notes

  • This event will only be available via live webcast.
  • This event is co-sponsored with the Illinois Society of CPAs


  • Financial Planning

Designed For

CPAs and other business professionals


To cover aspects of investment planning from economic conditions and financial instruments to risk considerations and performance measurement.


Check back for more information. Sessions topics include:

  • Economics and financial markets
  • Investment types and taxation
  • Portfolio construction and management
  • Performance and risk measures
  • Behavioral finance and black swans
  • Investment strategies and policy statements
Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at