October 15, 2015
With markets in flux, your clients are searching for new ideas and different approaches for diversification.
Alternative investments may be the solution, but how do you know which strategy to pick or how it should perform?
October 06, 2015
Advisers are being inundated with marketing pitches for new alternative investment products but before they can successfully build them into client portfolios, they need to understand the "why" behind using them. This webcast will cover the four goals that alternative investments can help advisers reach and, based on those four goals, how to build them into a portfolio.
Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit and by the CFP Board for 1 CE credit.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email firstname.lastname@example.org for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.