With Stock Market Volatility Higher, What Can You Expect?

With Stock Market Volatility Higher, What Can You Expect?
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 803384803

Volatility increased in recent months and this webinar examines the statistical characteristics of portfolios in periods of high volatility, and specifically how it impacts overall portfolio correlation.

This session gives practitioners a deeper understanding of key concepts that must be communicated clearly and repeatedly to clients, especially in periods of market jitters.

Dr. Craig Israelsen, who has taught college and post-graduate classes on family financial management for three decades, teachers practitioners about:

what market volatility reveals about the composition of a portfolio
a statistical review of what to expect of a broadly diversified portfolio
the performance characteristics of individual and multiple asset classes



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!

 

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


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 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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very interesting!

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great

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