The 2020 Investment Advisor Forum event was designed and delivered by elite investment and wealth professionals with a single, common goal – increasing industry professionals' knowledge, skills, and value. Learn advanced portfolio management considerations and techniques from expert practitioners and Ivy League academics and without sales pitches or un-vetted opinions.
Included Content:
- An Ever-Changing Investment Backdrop or the Downside to Anchoring | Jonathon Golub | 1 CE credit
- Crucial Conversations: Late Stage Credit Positioning for Risk & Opportunity | Maria Giraldo | 1 CE credit
- The Washington Update | Jeff Bush | 1 CE credit
- The Essential Tie Between Ethics and Leadership | Sheelah Kolhatkar | 1 ethics CE credit
Continuing Education (CE) Credit:
- 4 hours of CE credit, including 1 ethics hour, for CIMA®, CPWA®, and RMA® certifications
- Learners must watch each presentation for the required 50-minute minimum; credit is awarded at one time, upon completion of the full program
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is available for online viewing for one year.