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Continuing Education Credits · What is CE Credit?

1064 results for

  • Private Wealth Management
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0.5 CE Credits (including 0 SER)
Webcast / Podcast

Financial Planning for a Secure Retirement (Take 15 Series) (4 October 2017)

CFA Institute CFA Institute Take 15 Series David M. Blanchett, CFA
Topics:
  • Private Wealth Management: Investment Strategy and Asset Allocation · Investor Characteristics · Risk Management
1 CE Credit (including 0 SER)
Article

Estimating Time-Varying Factor Exposures (Fourth Quarter 2017)

CFA Institute: Financial Analysts Journal Andrew Ang | Ananth Madhavan | Aleksander Sobczyk
Topics:
  • Equity Investments: Equity Market Valuation and Return Analysis
  • Performance Measurement and Evaluation: Performance Attribution
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
1 CE Credit (including 0 SER)
Article

Reducing Sequence Risk Using Trend Following and the CAPE Ratio (September 2017)

CFA Institute: Financial Analysts Journal Andrew Clare | James Seaton | Peter N. Smith | Stephen Thomas
Topics:
  • Portfolio Management: Pension Plans and Employee Benefit Funds
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
  • Quantitative Methods: Time-Series Analysis
1 CE Credit (including 1 SER)
Article

Optimal Tilts: Combining Persistent Characteristic Portfolios (Fourth Quarter 2017)

CFA Institute: Financial Analysts Journal Malcolm Baker | Ryan Taliaferro | Terence Burnham
Topics:
  • Portfolio Management: Asset Allocation · Portfolio Construction and Revision
  • Private Wealth Management: Investment Strategy and Asset Allocation
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
0 CE Credits (including 0 SER)
Article

Fund Performance and Equity Lending: Why Lend What You Can Sell? (1 August 2017)

CFA Institute: CFA Digest Richard Evans | Miguel A. Ferreira | Melissa Porras Prado Reviewed by: Yaw Mante, CFA (Reviewer)
Topics:
  • Equity Investments: Equity Markets - Characteristics, Institutions, and Benchmarks
  • Performance Measurement and Evaluation: Performance Attribution
  • 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

Style Drift: Evidence from Small-Cap Mutual Funds (1 August 2017)

CFA Institute: CFA Digest Charles Cao | Peter Iliev | Raisa Velthuis Reviewed by: Michal Szudejko, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Benchmark Selection · Performance Attribution
  • Portfolio Management: Equity Portfolio Management Strategies · Investment Manager Selection
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
1 CE Credit (including 0 SER)
Webcast / Podcast

Tech and Wealth Management: Transformative or Disruptive? (24 July 2017)

CFA Institute Society Webcasts and Podcasts: CFA Society Los Angeles Steve Lockshin | Sebastian Dovey | Megan Carpenter, Moderator
Topics:
  • Leadership, Management, and Communication Skills: Investment Industry
  • Private Wealth Management: Private Client Marketplace and Firm Management · Wealth Management Process
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)