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PFP2215. Investment Best Ideas Panel

To submit a question or participate in polling, click the link above. Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.

Learning Objectives:

  • Recognize how alternatives to traditional stocks and bonds are being utilized for better diversification and outcomes
  • Recall how ESG (Environmental, Social, and Governance) metrics can be employed to identify material risks and growth opportunities
  • Identify best practices around strategically increasing international exposure with measured risk
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Session Tags
PFP
Investments and Wealth Institute CE