This CPE course can be purchased individually or as part of the Investment Planning Certificate Program
Excellent portfolio management is crucial for the success of the client's investment plan. In this two-part self-study course narrated by Tom Tillery, you will learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio and completing the investment research necessary to ensure compliance with the investment policy statement.
Updated for the Tax Cuts and Jobs Act of 2017, this course examines the implementation phase of the investment planning engagement, including:
In addition, the following key concepts of portfolio management are covered in part two of this module:
Enhanced On-Demand Format
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.