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CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell |May 8, 2015

1 min read

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

By Justin Bender and Dan Bortolotti |January 23, 2015

15 min read

CE Course: Seven deadly sins of distribution portfolios

Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]

December 2, 2014

19 min read

CE Course: Adaptive Asset Allocation: A Primer

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown […]

By Adam Butler, Michael Philbrick and Rodrigo Gordillo |November 12, 2014

18 min read