Online Investing: Evaluating Investment Alternatives

Course Description:

All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to online investment brokerages. Learn about: investing in Bull and Bear markets, direct investing, investment vehicles for maximum tax savings, risk management, investment evaluation, alternative investments and the impact of global economic factors — all this at the speed of the Internet. This course will explore the use of the Internet in company research, fundamental analysis, technical research and the use of key ratios. Whether you intend to invest yourself or just assist clients in reporting their transactions— this course is a must for the techno-accountant!

Learning Objectives:

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

• Identify the advantages of the internet taking into consideration the great depth and volume of investment and financial planning.
• Prepare for financial independence using the five major steps in the mapping process.
• Use individual personal and financial goals in further mapping a financial plan.
• Analyze net worth using a balance sheet.
• Take an asset inventory listing assets and liabilities and identify where changes need to be made.
• Track spending habits
• Develop and implement a financial plan to prepare for retirement.