Investments 101

Investments 101

Recorded On: 04/10/2024


 Brandon Sussman, CFP® from Traction Wealth & Insurance Solutions will walk you through everything you need to know about investing so you can feel confident letting your money work for you! Sussman will cover topics around account options, stocks, bonds, mutual funds, index funds, and more! Total CEU 0.10.

Brandon Sussman

Hailing from San Diego, Brandon Sussman has run his financial planning practice, Traction Wealth & Insurance Solutions, for close to six years. Growing up with family in the court reporting industry, Brandon has found a passion in helping serve other court reporters and agency owners. He has spent time learning how these clients can take advantage of every opportunity whether it’s tax, investment, retirement, or insurance planning.  


Investments 101
Recorded 04/10/2024  |  60 minutes
Recorded 04/10/2024  |  60 minutes
QUIZ - Investments 101
2 Questions  |  2 attempts  |  100/100 points to pass
2 Questions  |  2 attempts  |  100/100 points to pass To receive 0.1 CEU credit, you must answer both questions correctly. If you miss one, you will have one more attempt. If both attempts are unsuccessful, you may repurchase a quiz attempt for $10 by emailing for the form. *After passing the quiz, remember to view/print your certificate to gain your CEUs.
Certificate - Investments 101
0.100 CEU credits  |  Certificate available
0.100 CEU credits  |  Certificate available You must click on "VIEW/PRINT YOUR CERTIFICATE" in order for the credit to be posted to your NCRA transcript.
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