Course Outline
 

Course Title

  

Applying Portfolio Diversification Strategies

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3605)
CMA - Continuous Professionnal Learning and Development (CPLD)
IQPF (Approval number: IQPF01-04-0001 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
Chambre de la Sécurité Financière
IDA - Professional Development
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   Most practionners understand that diversifying clients' portfolio is a sound strategy. However, some may not fully understand the complex principles that govern diversification. This course details proven diversification strategies as a means of overcoming the risks inherent in poorly-diversified, under-performing portfolios. This course discusses positive and negative correlation, the effect of time, and the total number of assets in the portfolio. Reducing risk is a matter of probability, not chance, and this course provides sound strategies to decrease your clients' portfolio risk.
Subject by level  

Topics    
Duration   2 credit hours
Time to comple the course  
Date  
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