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Continuing Education Credits · What is CE Credit?

3148 results for

  • Portfolio Management
  • Clear All
2 CE Credits (including 0 SER)
1 CE Credit (including 0 SER)
Article

News vs. Sentiment: Predicting Stock Returns from News Stories (Third Quarter 2017)

CFA Institute: Financial Analysts Journal Steven L. Heston | Nitish Ranjan Sinha
Topics:
  • Equity Investments: Equity Market Valuation and Return Analysis
  • Portfolio Management: Equity Portfolio Management Strategies
3 CE Credits (including 0 SER)
0 CE Credits (including 0 SER)
Webcast / Podcast

CFA Institute Annual Conference Virtual Link (13 June 2017)

CFA Institute CFA Institute Annual Conferences: 2017 CFA Institute Annual Conference
Topics:
  • Alternative Investments
  • Behavioral Finance
  • Corporate Finance
  • Derivatives
  • Economics
  • Equity Investments
  • Financial Statement Analysis
  • Fixed Income
  • Leadership, Management, and Communication Skills
  • Performance Measurement and Evaluation
  • Portfolio Management
  • Private Wealth Management
  • Quantitative Methods
  • Risk Management
  • Standards, Ethics, and Regulations (SER)
0 CE Credits (including 0 SER)
1 CE Credit (including 0 SER)
Webcast / Podcast

Financial Crises: Harvesting Lessons from History (7 June 2017)

CFA Institute Other Webcast Series: CFA Institute Live Webinars Ron Rimkus, CFA
Topics:
  • Derivatives: Options Markets and Instruments
  • Economics: The Firm and Industry Organization · The Monetary System · Relationship of Economic Activity to the Investment Process
  • Fixed Income: Fixed Income Markets - Characteristics, Institutions, and Benchmarks
  • Portfolio Management: Equity Portfolio Management Strategies
  • Risk Management: Firmwide Risk Management
1 CE Credit (including 0 SER)
Article

Do Social Responsibility Screens Matter When Assessing Mutual Fund Performance? (Third Quarter 2017)

CFA Institute: Financial Analysts Journal Marie Brière | Jonathan Peillex | Loredana Ureche-Rangau
Topics:
  • Behavioral Finance: Individual Investor Behavioral Biases
  • Performance Measurement and Evaluation
  • Portfolio Management: Environmental, Social, and Governance (ESG) Investing and Faith-Based Finance · Equity Portfolio Management Strategies
1 CE Credit (including 0 SER)
0 CE Credits (including 0 SER)
Article

Friends in the Right Places: The Effect of Political Connections on Corporate Merger Activity (1 June 2017)

CFA Institute: CFA Digest Stephen P. Ferris | Reza Houston | David Javakhadze Reviewed by: Biharilal Deora, CFA, CIPM (Reviewer)
Topics:
  • Corporate Finance: Corporate Governance · Mergers and Acquisitions and Corporate Restructuring
  • Portfolio Management: Equity Portfolio Management Strategies
0 CE Credits (including 0 SER)
Article

On Sustainability (1 June 2017)

CFA Institute: CFA Institute Magazine Paul Smith, CFA
Topics:
  • Leadership, Management, and Communication Skills
  • Portfolio Management: Environmental, Social, and Governance (ESG) Investing and Faith-Based Finance
0 CE Credits (including 0 SER)
Article

When and Where Are Informed Traders? What Is Their Relationship with Analysts in the Price Discovery Process? (1 June 2017)

CFA Institute: CFA Digest Natividad Blasco | Pilar Corredor Reviewed by: Karl Strauss, CFA (Reviewer)
Topics:
  • Behavioral Finance: Individual Investor Behavioral Biases · Institutional Investor Decision Making
  • Portfolio Management: Portfolio Construction and Revision
  • Quantitative Methods: Basic Statistical and Probability Concepts
0 CE Credits (including 0 SER)
Article

When Cutting Dividends Is Not Bad News: The Case of Optional Stock Dividends (1 June 2017)

CFA Institute: CFA Digest Thomas David | Edith Ginglinger Reviewed by: Vassilis Efthymiou, CFA (Reviewer)
Topics:
  • Corporate Finance: Dividend Policy
  • Equity Investments: Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
  • Portfolio Management: Tax Efficiency
1 CE Credit (including 0 SER)
Webcast / Podcast

The Retirement Gender Gap: Saving, Risk, and Guaranteed Income (31 May 2017)

CFA Institute Conference Collections: 2017 Wealth Management Conference Diane Garnick
Topics:
  • Portfolio Management: Management of Individual/Family Investor Portfolios
  • Private Wealth Management: Risk Management
1 CE Credit (including 0 SER)
1 CE Credit (including 0 SER)
Webcast / Podcast

Defining Value in an RIA: Perspectives of Buyers and Sellers (4 May 2017)

CFA Institute Other Webcast Series: CFA Institute Live Webinars Jonathan R. Foster
Topics:
  • Portfolio Management: Management of Individual/Family Investor Portfolios
  • Private Wealth Management: Private Client Marketplace and Firm Management