Media coverage of Portfolio Construction Forum's continuing education and certification programs...

The Conexus Group Insurance Summit 2020 (18 Aug 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.

These two research papers present insights into how advisers can better assess and guide how clients think about and structure goals - including savings goals.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (17/20 Aug 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 (17/20 Aug 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 paper "Will the Covid-19 pandemic lead us to monetary financing?" has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. To receive CE/CPD accreditation, please complete the CE Quiz.

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

The Hyperion "Disruption, growth and value" Webinar 2020 (06 Aug 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.

In the last two weeks, very important data on the US economy and corporate earnings have been released. These depressing data are as we had predicted. It remains true that the S&P 500 should drop by 35% from its 1 January level.

This lecture instructs IMAC candidates on the statistics used to describe and analyse the risk and return characteristics of securities and portfolios.

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

The first All Things Considered webinar was foundational. Our panel of expert portfolio construction practitioners and academics made the case for questioning our investing activities, and identified some “sacred cows” that are most consequential to investment outcomes AND in greatest need of revision.

The Spheria "Value, growth or both" Webinar 2020 (30 Jul 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 Firetrail "Absolute Return Fund" Webinar 2020 (29 Jul 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 Antipodes "Implications of Covid-19" Webinar 2020 (28 Jul 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 Fidelity "Next Level Thinking" Virtual Investment Forum 2020 (28 Jul 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.

Humans categorise and form stories about their world - including their financial lives. Two recent papers emphasise the implications of mental accounting, particularly for any investment professional in a client-facing role.

The Fidelity "Next Level Thinking" Virtual Investment Forum 2020 has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand can complete this CE Quiz to receive CE/CPD accreditation.

The FSC Life Insurance Summit 2020 (27-31 July 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.

Fidelity International has partnered with Portfolio Construction Forum to ensure that Fidelity's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Fidelity's clients 24/7 via the Forum’s complimentary MyCE platform. CE/CPD hours can be used to help you meet the CE/CPD requirements of 16 governing bodies (regulators, associations, and institutes) – including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA® CE/CPD requirements, to name just a few.