About Course
About Course
CPAHub North proudly presents our the episode on Smart Investing: The CPA Investor's Roadmap.
Richard is a member of the CFA Institute and recently acquired his CFP designation. Prior to joining WDS, he was a client portfolio trader for MD Financial Management, monitoring and trading centralized portfolios for high net-worth clients. During his time at MD, Richard demonstrated strong analytical skills and an eye for efficiency, developing tools and restructuring processes for the firm to promote data integrity.
Richard honed his strong financial and business acumen with a Bachelor of Commerce (Finance) degree from Carleton University. Despite his multiple extracurricular activities, he graduated with an above-average grade point average—10.81 out of 12—which led to his induction into the Beta Gamma Sigma business honour society and earned him a spot on the dean’s list.
His love of finance and education extends to his spare-time hobbies and activities, too. Combining both with his affinity for social media, he now has a YouTube video series on investing for young adults. His allegiance to his alma mater continues as well, with an involvement in business networking and mentorship events.
Source: https://wdsinvest.com/wds-people/richard-coffin/
Episode Layout:
• Types of different investment vehicles
• Different types of accounts and investment strategies
• How to start an investment plan and the best time to start
• How does one go about to get started in this area?
• Passive Investments
• Best investor profiles
