Wealth Adviser Regulation
Ethics, Laws, Regulations, and The Practice of Wealth Management This provides an overview... Read More
Learning Module 1: Capital Market Expectations, Part 1: Framework and Macro Considerations
Los 1(b): Discuss challenges in developing capital market forecasts
Los 1(c): Explain how exogenous shocks may affect economic growth trends
Los 1(e): Compare major approaches to economic forecasting
Los 1(f): Discuss how business cycles affect short- and long-term expectations
Los 1(h): Discuss the effects of monetary and fiscal policy on business cycles
Learning Module 2: Capital Market Expectations – Part 2 Forecasting Asset Class Returns
Los 2(a): Discuss approaches to setting expectations for fixed-income returns
Los 2(c): Discuss approaches to setting expectations for equity investment market returns
Los 2(d): Discuss risks faced by investors in emerging market equity securities
Los 2(f): Discuss major approaches to forecasting exchange rates
Los 2(g): Discuss methods of forecasting volatility
Learning Module 3: Overview of Asset Allocation
Los 3(j): Discuss strategic considerations in rebalancing asset allocations
Learning Module 4: Principles of Asset Allocation
Los 4 (a, b): Mean-Variance Optimization – An Overview
Los 4(d): Recommend and justify an asset allocation based on the global market portfolio
Los (4)f: Discuss asset class liquidity considerations in asset allocation
Los 4(i): Describe the use of investment factors in constructing and analyzing an asset allocation
Los 4(j): Describe and evaluate characteristics of liabilities that are relevant to asset allocation
Los 4 (k): Discuss approaches to liability-relative asset allocation
Los 4(l): Recommend and justify a liability-relative asset allocation
Los 4(m): Recommend and justify an asset allocation using a goals-based approach
Los 4(n): Describe and evaluate heuristic and other approaches to asset allocation
Los 4(o): Discuss factors affecting rebalancing policy
Learning Module 5: Asset Allocation with Real-World Constraints
Los 5(b): Discuss tax considerations in asset allocation and rebalancing
Los 5(d): Discuss the use of short-term shifts in asset allocation
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2021-03-24
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2021-03-18
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2021-02-18
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2021-02-13
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2021-01-27
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2021-01-14
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2021-01-07
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