Diversification: How Much Is Enough?

Resources For Low-Expense Financial Planning Professionals

Retirement planning illustration tool (2:21 demo) 

 

Craig Israelsen
06/25/20 4 PM EST
CFP Live CPA IWI
Program Id: 230403291
9.5
Average Attendee Rating
Poor Average Excellent

How much diversification is optimal?

At this class, Craig Israelsen, Ph.D,:

reviews portfolio diversification over 20 and 50 years
analyzes tradeoffs between performance and risk control in portfolios of varying levels of diversification
evaluates the types of asset classes that provide the most helpful diversification (using equity as the baseline starting point)


Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.


If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.


After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.Check spam and junk folder if you do not receive it.
 

This webinar is eligible for CFP® CE, PACE credit toward the CLU® and ChFC® designations, one hour of CE credit towards the CIMA® and CPWA® certifications and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

52 reviews

 
(52)
4 stars
 
(0)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
9.5  (52)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
 
10.0

Very good. You don't typically see this type of analysis. Comparing the effectiveness of the asset allocation during the accumulation phase vs. the distribution phase was well done and enlightening.

Was this review helpful to you? 
Rating 
 
 
10.0

excellent

Was this review helpful to you? 
Rating 
 
 
10.0
Was this review helpful to you? 
Rating 
 
 
8.0
Was this review helpful to you? 
Rating 
 
 
10.0
Was this review helpful to you? 
View all user reviews