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Courses/Finance/Investing

The Economy & Capital Markets are Laden With Threats

Dealing With Danger: The Economy & Capital Markets are Laden With Threats

Created byRon Surz
4.5
(8 reviews)
IntermediateUpdated May 30, 2022
The Economy & Capital Markets are Laden With Threats

What You'll Learn

check_circleIdentify and understand the current threats
check_circleBecome aware of gaslighting aimed at convincing investors to “stay the course.”
check_circleRecognize that baby boomers are the most vulnerable
check_circleConsider some ways to protect investors

About This Course

One of our first shows. produced in early 2020, has become one of our most popular. We warn about threats and examine ways to prepare for them, like the imminent bankruptcies of Social Security and Medicare.

Some of these threats have been elevated to clear and present dangers. These are discussed in our recent (2022) show on “Dangers.”

Other threats are still of concern, and likely to harm in this decade. Forewarned is forearmed

Field of Study: Economics

Your Instructor

Ron Surz
Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.

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star316 reviews

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors. His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5
Student's Choice
8 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.