Asset Allocation and Taxation
This module discusses choosing the mix of assets that works for your client. This course replicates the content from module 4 of the course Wealth Management - A Core NYIF Course
CPE Credits: 1
Program Details (NASBA) View
Program Level | Basic |
Prerequisites | This course has no prerequisites. |
Advance Preparation | No advance preparation required. |
Recent Revision Date | January 6, 2015 |
Instructional Delivery Method | QAS Self Study |
Field of Study | Accounting |
Duration : 1 hour
- Choosing an asset mix
- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation