Learn a step-by-step decision-making process for adding alpha to your clients’ portfolios from a lineup of academics and practitioners.
Portfolio management is evolving quickly with advisors facing a growing range of options in how to manage assets for clients. The challenge is striking the right balance between passive vs. active management, incorporating clients’ behavioral preferences, and providing institutional-quality access to alternative investments. Learn a step-by-step decision-making process for adding alpha to your clients’ portfolios from a lineup of academics and practitioners.
Included Content:
- Building Better Portfolios | John Bryson | 1 CE credit
- Behaviorally Adjusted Portfolios | Eben Burr | 1 CE credit
- The Liquidity Mismatch in Client Portfolios: Alternative Investing | Kimberly Flynn | 1 CE
- Incorporating Options into Your Clients' Portfolios | Marc Odo | 1 CE
Continuing Education (CE) Credit:
- 4 hours of CE credit for CIMA®, CPWA®, and RMA®certifications
- Learners must watch each presentation for the required 50-minute minimum; credit is awarded at one time, upon successful 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 only available for online viewing for one year from the date purchased.