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Portfolios for HNW clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts.
Plan to join us on November 10th from 11 a.m. to 3:30 p.m. to learn from and ask questions of experts in real-time.
Focus on Investment Portfolios for HNW Clients
Member: $195, Join & Learn: $445
Portfolios for HNW clients are more sophisticated than the average affluent client. On November 10th, join portfolio construction experts to arm yourself with the latest strategies and considerations.
Credit Information
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Description
Included Sessions:
- Sessions and speaker information coming soon!
Continuing Education (CE) Credit:
- Up to 4 hours of CE credit for CIMA®, CPWA®, RMA® and CFP® certifications (pending approval)
- Credit will be uploaded to your certification record(s) within 2 weeks of the event