Education
Regatta provides courses across the gamut of financial planning and wealth management for CPA’s, Financial Advisors and Insurance Agents. We bring an energetic and lively approach to our students to engage, educate and entertain the classroom.
Topics include but are not limited to:- Stock Market Outlook
- Advanced Stock Analysis
- Focus on Mutual Funds
- Analyzing Mutual Funds
- Risk-Adjusted Return Analysis
- Retirement Planning: Basics To Advanced
- Financial Planning For Women
- Investing 101
- Behavioral Finance Theory
- Proper Asset Allocation Using the Latest Techniques
- Know When To Sell
- Monte Carlo Analysis
- Courses Custom Tailored to Your Group
Contact us today to discuss how we can work with you to obtain continuing education classes that meet the criteria relevant to your profession including certificates and required documentation.








