In today’s uncertain economic environment, accountants are increasingly being asked questions about investing, whether for their own portfolios or to help guide their clients’ thinking. This on-demand course provides a practical and accessible framework for understanding the fundamentals of investing, common tax planning myths related to investments, and how accountants and financial planners can work together to optimize outcomes. Learners will leave better equipped to navigate investment discussions without crossing into the realm of providing advice, and will learn where strategic collaboration can add tremendous value for clients over time.

Unlock learning anytime, anywhere with the Blackboard Learn app

Seamlessly access your on demand courses, assignments, and get PD hours on the go. Learn how to download now and elevate your education experience with the convenience of mobile learning.

In this session, learners will:

• Understand the core building blocks of investment portfolios; stocks, bonds, cash, and how they interact with taxes and risk.
• Identify and correct common tax planning myths that can hinder long-term wealth building.
• Recognize real-world case studies where proactive collaboration between accountants and financial planners significantly improves client outcomes.
• Learn simple frameworks to guide clients’ thinking during volatile times without overstepping into investment advice.