Portfolio Management (On-Demand) 2020

Description

Excellent portfolio management is crucial for the success of the client’s investment plan. In this two-part self-study course narrated by Tom Tillery, you will learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio and completing the investment research necessary to ensure compliance with the investment policy statement. Updated for the Tax Cuts and Jobs Act of 2017, this course examines the implementation phase of the investment planning engagement, including:

  • Investment manager selection
  • Research organizations
  • Portfolio management basics.

In addition, the following key concepts of portfolio management are covered in part two of this module:

  • Time value of money
  • The relationship between portfolio return and risk
  • Modern portfolio theory
  • The efficient markets hypothesis
  • Market indexes

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Apply Statement on Standards in Personal Financial Planning Services No. 1 to an implementation engagement.
  • Recognize the criteria to be met in the selection of an investment adviser.
  • Identify the primary functions for calculating the time value of money.
  • Differentiate among the types of indifference curves.
  • Select an appropriate market index as a benchmark for a client’s portfolio.
Major Topics
  • Investment manager selection.
  • Research organizations.
  • Portfolio management basics.
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2
Format
On-Demand
Instructors
Multiple

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$79.00

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$99.00
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Portfolio Management (On-Demand) 2020


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