Is Volatility The Same As Risk? Craig Israelsen’s Portfolio Design CE Course, April 2023

Volatility is generally reduced to standard deviation. But reducing risk to a single statistic is crude. This class suggests more nuanced measures of risk that reflect the emotional and behavioral characteristics of risk investments.

Craig Israelsen, Ph.D., has taught classes to candidates for the CFA-charter and about family financial management, at universities for three decades. His monthly course on A4A since 2009 minimizes investment expenses on a broadly diversified portfolio core for clients.

At this class, you learn about helping clients:

• by teaching them about volatility resilience
• how risk is different than volatility
• to become more courageous
• the importance of diverse asset classes in portfolios
• understand complexities of managing a broad group of assets in a low-expense portfolio
• visualize key portfolio management concepts
• invest for the long run

Who should attend:

• Institutional Investment Plan Trustees
• Institutional Investment Consultant
• Investment Advisors
• Financial Planners
• Wealth Managers
• Financial Analysts

Securities and Research AnalystsVolatility is generally reduced to standard deviation. But reducing risk to a single statistic is crude. This class suggests more nuanced measures of risk that reflect the emotional and behavioral characteristics of risk investments.

Craig Israelsen, Ph.D., has taught classes to candidates for the CFA-charter and about family financial management, at universities for three decades. His monthly course on A4A since 2009 minimizes investment expenses on a broadly diversified portfolio core for clients.

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