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Courses/Finance/Investing

Which is a better Strategy - Active or Passive Investing?

This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk.

Created byDrew Stevens
4.5
(32 reviews)
BeginnerUpdated May 14, 2022
Which is a better Strategy - Active or Passive Investing?

What You'll Learn

check_circleUnderstand the fundamental differences between active and passive investing
check_circleCreate a strategic plan for their clients based on risk and cost
check_circleLearn the advantages and disadvantages of each approach

About This Course

There are two approaches to investing – passive and active. One requires a real-time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach. This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk.

Field of Study: Economics

Your Instructor

Drew Stevens
Drew Stevens
menu_book8 courses
star236 reviews

Drew Stevens works with individuals and organizations that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with so that they can have profound longevity in order to create a legacy. Mr. Stevens has worked on Wall Street since 1985 helping working with portfolio managers, traders brokers, and other investment professionals. He has produced over $11 billion in revenue for organizations while always delivering to others. He contributed 14 books and over 4500 articles and Internet articles to stimulate others to increase their knowledge and awareness of the financial markets. He is a registered insurance professional and working actively towards his investment advisory certification. Mr. Stevens is a well-known international keynote speaker and seminar producer.

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
32 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.