Asset Allocation and Taxation - Online

This module discusses choosing the mix of assets that works for your client.

This course replicates the content from Lesson 4 of Wealth Management - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, new portfolio managers and private investors.
Students will be able to:
  • Allocate a client's assets among the appropriate assets
  • Implement asset allocation decisions for a portfolio
  • Assist clients to minimize estate and income taxes
  • Investor Profiling - Online
  • Introduction to Portfolio Risk - Online
  • Estate Planning - Online
  • Managing Portfolios with Bonds - Online
  • Managing Portfolios with Equities - Online
    • Asset Allocation and Taxation
    • Choosing an asset mix
    • Mutual funds vs. direct investment
    • Market timing vs. dollar averaging
    • Which investments, which account
    • Planning for the next generation
    Duration: 1 hour