Manager Selection And An Update On CFA Institute Initiatives For Advisors

Manager Selection And An Update On CFA Institute Initiatives For Advisors
Stephen Horan03/21/14 4 PM ESTIWIProgram Id: 181088544

 

Advisors will learn key issues in performance measurement, performance evaluation, and manager search processes, and also get an update on CFA Institute initiatives and resources that will bolster client confidence and trust and lay the foundation for a sustainable practice. We will cover:

 

• Is time-weighted return or money-weighted return a better measure of performance? 

• How do deposits and withdrawals influence investment reporting and the interpretation of investment results?

• What is the role of Global Investment Performance Standards in building an advisory practice?

• What does a sound manager search and selection process look like?

• How can you and CFA Institute help shape future of the profession for the ultimate benefit of society?

• Resources to bolster your team's performance and trustworthiness.
 

CFA Institute leads the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Stephen Horan, Ph.D., CFA, CIPM is a managing director and co-leads educational activities at CFA Institute, including the CFA Program, the CIPM Program, the Claritas Investment Certificate and publications.

This webinar is eligible for IMCA® CE 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.

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Great job. It's nice to see the CFA Institute being proactive in the areas of educating the profession and the public on matters of trust, integrity & transparency.

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Very informative

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