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.
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
October 03, 2018
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.