The ongoing development of knowledge, skill and expertise resulting from a commitment to post-graduate continuous learning. It is the antithesis of “CPD points” for compliance sake.
Dates for our upcoming continuing education programs and certificate courses
Debating the drivers of & outlook for the markets | Live studio, Live site, Live stream, On-demand
Debating portfolio construction strategies | Live studio, Live site, Live stream, On-demand
Debating behavioural finance & investor psychology | Live studio, Live site, Live stream, On-demand
Building investment committee knowledge & skills | Live stream, On-demand
Exploring investment beliefs and philosophies | On-demand
Advancing investment management analyst expertise | Live stream, On-demand
Latest food for thought from the Forum | E-newsletter
Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand
Earning accredited hours to meet your CIMA renewal requirement | On-demand
Store, view, print, and export your multi-designation CE/CPD record
Applying a dynamic, forward-looking approach to asset allocation | On-demand
Benchmarking your investing biases, beliefs & behaviours | On-demand
The professional community for Certified Investment Management Analysts in Australia and NZ
The behavioural finance & investor psychology SIG for Forum members
The evaluation of a learning activity by specialist, independent subject matter experts, to confirm it meets the CE/CPD standards set by governing bodies and to verify a person completed the activity.
Submit content for independent CE accreditation
The formal process of recognising an individual’s successful demonstration of superior knowledge and competence across a validated best-practice body of knowledge and curriculum.
The peak international, technical portfolio construction certification program
A high equity income strategy tailored for retirees is a core solution for providing better retirement outcomes, maximising income while leaving capital intact.
Post Covid-19, Australian company dividends were cut by 30% overall but it is still possible to achieve 5% cash yields with up to 2% franking credits from a well constructed portfolio.
While not traditionally known for income, there are thousands of dividend income opportunities among global companies which can provide income similar to Australian shares.
In managing a risk on/risk off world, investors can maintain or increase exposure to growth assets while experiencing a smoother ride.
The Australian equity market has lagged far behind the US this year. But the S&P/ASX200 is actually ahead since the GFC market lows.
Some lament the end of the mining boom - but resources company dividends payout ratios may now rise.
Managed funds which commingle different tax rate investors may become dinosaurs unless managers develop funds tailored to a single tax class.
The search for yield has never been more difficult. Can income-oriented managed funds compete with direct equities and ETFs?