Life Settlements For Fiduciaries

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8 reviews with 3 stars

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3.7  (27)
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3.0

Very hard to follow along. Conceptually this was good, but I did not find the sequence of the discussion to be helpful. I would have preferred a theoretical education on the subject rather than jumping right into the case to test drive the software.

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3.0
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3.0

too complicated for hour

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3.0
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3.0

Dense. I would need to see this several times to really grasp it.

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We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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