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Continuing Education Credits · What is CE Credit?

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  • Leadership, Management, and Communication Skills
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Article

Winning the Loser's Game (a review) (1 September 2017)

CFA Institute: Book Reviews Charles D. Ellis, CFA Reviewed by: Martin S. Fridson, CFA (Reviewer)
Topics:
  • Leadership, Management, and Communication Skills: Client Relationship Management Skills
  • Portfolio Management: Management of Institutional Investor Portfolios
  • Standards, Ethics, and Regulations (SER): Ethical Practices and Guidelines
1 CE Credit (including 0 SER)
0 CE Credits (including 0 SER)
Article

Changing Client Needs Create Opportunities (1 August 2017)

CFA Institute: CFA Institute Magazine Ed McCarthy
Topics:
  • Economics: Economic Growth and Development
  • Leadership, Management, and Communication Skills: Adapting to Change
  • Private Wealth Management: Private Client Marketplace and Firm Management