You may hire managers, buy individual securities or ETF's and build portfolios for your clients. Are your clients clear on your investment philosophy, your processes and how you execute? Are you clear on these things? Do you track and measure your decisions to learn and improve? Come discuss investing on a level that makes sense, but is rarely done. Let's vet how you and your peers invest.

To enable our vetting, please download the app "Turning Point" on your smartphone. It's free, and we will use it for the live voting during our interactive session.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Understand the topics of portfolio construction
  • Recall the nature of improving decisions
  • Identify how their peers view portfolio construction and improving decisions
FPA Annual Conference 2018: Investment Decisions: Why Did You Do That?
Speaker Information
Michael S. Falk, CFA, CRC  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
This course is no longer available for purchase.