As the economy enters a new phase, yesterday's portfolio strategy won’t suffice.
Join the Winter Symposium tomorrow, January 29th at 11am ET for a crucial session on adjusting your positioning for the year ahead where top industry leaders will deliver actionable strategies.
This symposium will cover critical insights, including:
Identify early signals of market shifts
Structure resilient portfolios against geopolitical risks
This program is accepted for 1.5 continuing education (CE) credit(s) by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute attendees holding the CFA® and CIPM® designations must download a Certificate of Completion and document all continuing professional development activities in their online CE tracker.
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