3385 results found

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.

Rob Hamshar | 1.00 CE

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.

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

Alphinity Investment Management has partnered with Portfolio Construction Forum to ensure that Alphinity's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Alphinity'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.

Capital Fund Management has partnered with Portfolio Construction Forum to ensure that CFM's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to CFM'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.

Colonial First State Investments has partnered with Portfolio Construction Forum to ensure that Colonial First State's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Colonial First State'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.

Pinnacle Investment Management has partnered with Portfolio Construction Forum to ensure that Pinnacle's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Pinnacle'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.

T. Rowe Price has partnered with Portfolio Construction Forum to ensure that T. Rowe Price's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to T. Rowe Price'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.

UBS Asset Management has partnered with Portfolio Construction Forum to ensure that UBS's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to UBS'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.

Winston Capital Partners has partnered with Portfolio Construction Forum to ensure that Winston Capital's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Winston Capital'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.

Capital Group has partnered with Portfolio Construction Forum to ensure that Capital Group's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Capital Group'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.

Lazard Asset Management has partnered with Portfolio Construction Forum to ensure that Lazard's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to Lazard'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.

Two research papers exploring regret can help us improve how investment decision-making and outcomes are framed with clients and offer deeper insight into clients' personal and financial goals and priorities.

Rob Hamshar | 1.00 CE

The Lonsec "Sustainability vs ESG Q&A" Webinar 2020 (15 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.

Financial Services Council has partnered with Portfolio Construction Forum to ensure that FSC's learning activities are accredited for CE/CPD hours and the related CE/CPD certificate is available to FSC'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.