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Continuing Education Credits · What is CE Credit?

1033 results for

  • Private Wealth Management
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1 CE Credit (including 0 SER)
Webcast / Podcast

FinTech in Practice: Wealth Management Technologies, and What They Mean for Practitioners and Clients (8 March 2017)

CFA Institute Wealth Management Conferences: 2017 Wealth Management Conference Joel P. Bruckenstein
Topics:
  • Leadership, Management, and Communication Skills: Adapting to Change · Client Relationship Management Skills · Firm Management
  • Private Wealth Management: Private Client Marketplace and Firm Management
1 CE Credit (including 0 SER)
1 CE Credit (including 0 SER)
0.5 CE Credits (including 0.5 SER)
0.5 CE Credits (including 0 SER)
1 CE Credit (including 0 SER)
0 CE Credits (including 0 SER)
Article

Empire of the Fund: The Way We Save Now (a review) (1 January 2017)

CFA Institute: Book Reviews William A. Birdthistle Reviewed by: Marc L. Ross, CFA (Reviewer)
Topics:
  • Behavioral Finance: Individual Investor Behavioral Biases
  • Portfolio Management: Mutual Funds, Pooled Funds, and Exchange-Traded Funds (ETFs)
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

The Effect of Style, Feedback, and Context on Portfolio Exploratory Behavior (1 January 2017)

CFA Institute: CFA Digest Sheridan Taylor | Roger Taylor Reviewed by: Paul Danis, CFA (Reviewer)
Topics:
  • Behavioral Finance: Behavioral Biases · Individual Investor Behavioral Biases
  • Private Wealth Management: Investor Characteristics
0 CE Credits (including 0 SER)
Article

The Long and Short of Profitable Dividend Yield Strategies (1 January 2017)

CFA Institute: CFA Digest Wai Mun Fong | Zhehan Ong Reviewed by: Sandra Krueger, CFA (Reviewer)
Topics:
  • Equity Investments: Types of Equity Securities and Their Characteristics
  • Performance Measurement and Evaluation: Performance Attribution
  • Private Wealth Management: Investment Strategy and Asset Allocation · Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

You’re Fired! New Evidence on Portfolio Manager Turnover and Performance (1 January 2017)

CFA Institute: CFA Digest Leonard Kostovetsky | Jerold B. Warner Reviewed by: Stuart Fujiyama, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Investment Manager Selection
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures