CPE Course Robo Advisors: The Good, the Bad and the Ugly

December 20, 2017

1:00 PM — 2:00 PM

Location Webinar

Member Price $39.00
Non-member Price $59.00

Curriculum Continuing Education

Field of Interest

Level Beginning

Designed For

All CPAs

1.00 credits

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Objective

*Understand the strengths and weaknesses of robo advisors

*Compare the services and likely returns of two of the largest robo advisors

*Introduce CPAs to the next step in getting highly mechanical investment advice from some of the brightest advisors in the country and the cost for sophisticated investment advice can be as little as $10 a year

Highlights

*The focus of this presentation is to explore the pros and cons of robo advising

Instructors

Prerequisites

None

Developer

ACPEN

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