Low-Expense Investment Management Resources
Professional education course description
Retirement planning illustration tool (2:21 demo)
Low-expense investing has always been important to advisors but it's much more important now.
With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and mutual funds provide a proven, quantifiable boost to a client’s monthly retirement income, expanding an RIA's margins based on your tax and financial planning advice services and specialized private investments.
This class:
• details a variety of ways to build a broadly diversified portfolio for less than 15 bps.
• contains illustrations demonstrating the value of lower-cost mutual funds and ETFs.
• quantifies the benefits of low expense portfolios during the distribution phase as well as the accumulation stage.
Whether you are new to low-expense investing or have been a practitioner for years, Prof. Craig Israelsen articulates a low expense investment advisor’s value proposition, enabling fiduciaries to offer advice in the client’s best interest.
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.
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Very good. While I understand the novelty of the New Economy 7 Twelve portfolio, I think the idea runs counter to proper diversification which is the hallmark of Craig's work. This was demonstrated by the current valuation issues in portfolios that are concentrated in specific industries...as Craig indicated with his analysis of the S&P 500.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate