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CONTINUING EDUCATION

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HOURS
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INSIGHT IS CAPITAL™

Note: For the purposes of CE credit tracking, IIROC and the FPSC require that you register individually for each session.
Currently, there are 5.25 IIROC and 7.0 FPSC credits available for CE Credit Cycle 6


This CE (Continuing  Education) Course Series on Advanced Asset Allocation is brought to you by AdvisorAnalyst.com and Resolve Asset Management.

left until the end of CE cycle 6

EXPOSING THE ACTIVE RISKS OF PASSIVE PORTFOLIOS
During this session, you will learn:

  • How there is only one truly passive portfolio and individual investors don’t
    own it   
  • Why every portfolio – even a “passive” 60/40 allocation – is an aggressive
    ACTIVE bet;
  • How to win business from the buy-and-hold cult by debunking the
    passive myth


    CREDITS - 0.75 IIROC 1.0 FPSC

SHARE THE LOVE

WHAT'S BEHIND THE RISE OF INDEX INVESTING
In this CE Webinar you’ll learn:

  • The four forces behind the self-reinforcing cycle driving money flows towards index products.
  • How these forces have impacted SPIVA results, and the implications for investors’ decisions making.
  • How to measure market opportunity via the calculation of the supply of available alpha and the resulting impacts vis-a-vis the active to passive shift.
  • Strategies on how to put the recent wave of index innovation to work for you and your clients.

    CREDITS - 1.0 IIROC 1.0 FPSC

BEING SMART ABOUT MULTI-ASSET INVESTING
During this session, you will learn:

  • What current valuations and yields imply for expected returns on traditional portfolios
  • Why institutions and family offices are flocking to multi-asset strategies to close their funding gaps
  • The surprising truth about the relationship between rising rates and bond returns
  • New approaches and asset classes with the potential to diversify sources of return and significantly improve client outcomes
  • 7 key takeaways to give you the unique tools to address today’s fundamental market challenges

    CREDITS - 0.75 IIROC 1.0 FPSC

OUR LATEST COURSES

ADAPTIVE ASSET ALLOCATION, A DYNAMIC STRATEGY FOR GOOD TIMES AND BAD

During this session, you will learn:

  • How the proliferation of ETF’s has empowered advisors to achieve a new and powerful source of alpha.
  • How multi-asset ‘smart beta’ (as opposed to individual equity ‘smart beta’) strategies are uniquely positioned to thrive in this environment, and;
  • How you can combine proven rules with methods adopted from Modern Portfolio Theory to create dynamic global portfolios that can prosper in good times and bad.

    CREDITS - 0.75 IIROC 1.0 FPSC

THINKING DIFFERENTLY ABOUT DIVERSIFICATION - A FACTOR BASED APPROACH

In Larry’s presentation you will learn:

  • Powerful new tools you can utilize to navigate the confusing “factor zoo” of “smart beta” products.
  • The specific checklist Advisors can use to identify the most promising and sustainable factor based products while avoiding the land mines.
  • Why factor-based strategies can boost portfolio performance while significantly reducing risk.
  • How exposure to the particularly exciting time-series momentum factor can significantly enhance portfolio outcomes in good markets – and bad.

    CREDITS - 0.75 IIROC 1.0 FPSC

WHAT ARE GLOBAL STOCK MARKET VALUATIONS SAYING?
During this session, you will learn:

  • Four common mistakes that investors are making in today’s market that are likely to hurt returns;
  • The basic components of stock and bond valuation models, and the troubling implications for future returns of US stocks and bonds;
  • How U.S. stock appear to be a perilous asset class relative to historical levels and valuations versus the rest of the world; and,
  • Why valuations in global equity markets suggest that allocating money abroad is likely a wise decision.

    CREDITS - 0.75 IIROC 1.0 FPSC

RISK PARITY – THE ANTIDOTE FOR UNBALANCED PORTFOLIOS

In this session, we will reveal:

  • How to effectively balance portfolio risk across global asset classes to minimize large losses and create resilient results across all economic environments;
  • How reacting to changes in asset class volatility and correlation in real time can eliminate the need to predict the future; and
  • How multi-asset factor strategies can dramatically enhance returns, reduce volatility and limit downside risks.

    CREDITS - 0.75 IIROC 1.0 FPSC

DEMYSTIFYING RISK PARITY THROUGH 90 YEARS OF HISTORY
In this session, you will learn:

  • Why, despite recent successes, traditional portfolios are more vulnerable than they’ve been in a generation;
  • How Risk Parity actually works, versus how people think it works;
  • How a Global Risk Parity strategy compares against other popular portfolios over 90 years of market history;
  • Why a Global Risk Parity strategy is the perfect way to make sure your clients can reach their financial goals, no matter what the future has in store

    CREDITS - 0.75 IIROC 1.0 FPSC

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This CE activity has been approved by FPSC® as meeting the minimum requirements for CE Approval as outlined within the FPSC Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC).