3295 results found

The Lonsec "Time for active asset allocation" Webinar 2020 (10 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 Platinum Adviser Update Webinar 2020 (09 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 farrelly's Dynamic Asset Allocation Handbook (Sep 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Subscribers must complete a CE Quiz to receive CE/CPD accreditation.

The Platinum "Adviser Update" Webinar 2020 (Sep 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The paper "Dwelling price outlook - smaller falls now likely and a bounce in H2 21" 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.

This lecture instructs IMAC candidates on the theoretical and empirical underpinnings of portfolio management, specifically in relation to how portfolios are designed and measured.

The paper "How will AUDUSD react if President Trump wins again?" 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.

The Plato "Reporting season dividend wrap" Webinar 2020 (31 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 "Using quality research to build a best ideas listed securities portfolio" Webinar 2020 (27 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 Fidelity "Investing for good, investing for sustainability" Webinar 2020 (26 August 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 "Resilience in uncertain times - private equity as a diversifier" Webinar 2020 (26 August 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.

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

The Platinum Regional & Metropolitan Adviser Roadshow Webinar 2020 has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Platinum Regional & Metropolitan Adviser Roadshow Webinar 2020 (20 August 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Please confirm your attendance in order to receive CE/CPD accreditation.

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.

Rob Hamshar | 2 comments | 1.00 CE

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.