Description
Details
14 courses | 7:30min | Credits: 10.75 CTFA, 8 CRSP, CSOP, 0.5 CISP
Learn how a clients’ financial goals translate into their investment policy statements and inform investment decisions, what it means to be a prudent investor, and how financial and non-financial assets work together. Learn how to evaluate inheritors’ financial goals, legal structures, and assets in order to develop a holistic post-inheritance investment portfolio management strategy. Apply approaches to interpret and restate clients’ wealth strategies by drawing from their financial plan documents. Develop an understanding of the unique characteristics of nonfinancial assets and alternative investments to enable you to deliver holistic advice and service. Explore current trends in sustainable and responsible investing, and the importance of proper titling of assets.
Courses include:
- Introduction to Investment Management
- Economics and Markets
- Importance of Proper Titling of Assets and Regular Titling Reviews
- Asset Allocation and Diversification
- Investment Policy
- Investment Products
- Sustainable and Responsible Investing
- Bond Selection and Analysis
- Stock Selection and Analysis
- Alternative Investment Products
- Developing a Personalized Wealth Management Strategy
- Investment Strategies for Inherited Wealth
- Prudent Portfolio Management
- A Deeper Dive into Non-Financial Assets