3295 results found

What's new with our continuing education, accreditation and certification programs.

The Plato "Digital Luncheon with Don Hamson" 2020 (23 Oct/05 Nov/11 Nov 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

This lecture instructs IMAC candidates on the characteristics and analysis of debt investments.

These two papers provide a more sophisticated, behavioural understanding of time discounting, to enable more nuanced conversations with clients about current and future consumption, and help mitigate the potentially negative impacts of present bias.

Rob Hamshar | 1.00 CE

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (19 Oct 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Conexus "Solving the Retirement Puzzle at Scale 1" Webinar 2020 (16 Oct 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Metrics "Pre-market adviser update" Webinar 2020 (15 Oct 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

This lecture instructs IMAC candidates on the characteristics and use of alternative assets in multi-asset portfolios.

This lecture instructs IMAC candidates on the on the the definitions and characteristics and the use of public and private real assets in multi-asset portfolios.

The Lonsec "Super funds navigating the pandemic" Webinar 2020 (13 Oct 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

This lecture instructs IMAC candidates on the principles of equity securities and analysis.

This lecture instructs IMAC candidates on the principles of fund manager search and selection as it relates to identifying quality managed investments for possible inclusion in portfolios.

This lecture instructs IMAC candidates on the features, uses and applications of different types of managed investment vehicles.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (12 Oct 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

This lecture instructs IMAC candidates on the fundamentals of client discovery and formulating an Investment Policy Statement in the investment consulting context.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (28 Sep 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Conexus Absolute Returns Conference 2020 (23-24 Sep 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (21 Sep 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

This lecture instructs IMAC candidates on the history of global capital markets and the key principals of capital market valuation.

This lecture instructs IMAC candidates on the fundamentals of applied economics with an Australian perspective.