Talking Points Charterholder Representation in Canada CFA Institute Support for Private Wealth Features of the CBOK    Further Reading Private Clients, You, and Public Relations article   E-mail update

Canadian Private Wealth Talking Points

 

CFA Institute Support

 

Research, continuing education, and conferences within private client management

 

Upcoming Conferences

CFA Institute hosts an annual Wealth Management Conference. Other notable upcoming conferences include:

• CFA Institute Annual Conference
• International Wealth and Tax Planning Seminar
• Financial Analysts Seminar

 

Past Conferences on Demand

In 2006, there were several private wealth-related conferences, in Tampa, Chicago, and Boston. Many conference presentations are available as webcasts and podcasts.

 

Conference Proceedings

"Best in class" research on a variety of topics affecting high-net-worth clients, including:

• "Succession Planning for Business Owners" (October 2005, Sebold)
• "Risk Management for Private Wealth" (October 2005, Wilcox)
• "Systematic Approach to Asset Location" (October 2005, Silfen)

 

Research Foundation Publications

The Research Foundation of CFA Institute has recently published:

• The well-received Investment Management for Taxable, Private Investors, several chapters of which have been reworked for the CFA Program curriculum to make the concepts broadly applicable to a global constituency
• Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation, which examines many tax issues that come with managing private client portfolios
• A private wealth management literature review

 

Other topics currently being researched include asset allocation, human capital, life insurance, and payout annuities.

 

Society Events

Societies hold regional events and seminars on topics related to the management of private client assets:

• Toronto – Private Wealth Conference, 25 January 2007
• Calgary – Private Wealth Conference, 27-28 June 2007
• Victoria – Private Wealth Speaker Series during the year
• Montreal – Specific Private Wealth events during the year
• Toronto – Specific Private Wealth events during the year
• Vancouver – Specific Private Wealth events during the year
• Halifax – Specific Private Wealth events during the year
• Winnipeg – Specific Private Wealth events during the year

 
Private Wealth Advisory Committee (PWAC)

Comprised of 13 globally diverse charterholders from a variety of professional settings, the PWAC advises CFA Institute on educational content, products, and research initiatives in the private wealth space. Two members of this committee are based in Canada: Tom Trainor, CFA, and Beth Hamilton-Keen, CFA.

 

Financial Analysts Journal
This peer-reviewed journal has focused on publishing works related to managing private client portfolios. For example, in 2006, the journal published works examining tax-efficient withdrawal strategies, after-tax asset allocation, and human capital. Other topics under consideration include target date retirement funds.

 

CFA Digest

Reviewing contemporary research and scholarship relevant to investment professionals, this publication has a section on private wealth management issues, such as intergenerational wealth transfer, asset allocation, annuity retirement products, and retirement withdrawal strategies.