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.
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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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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.