Concurrent Session Onsite and Online
PFP2310. Asset Allocation and Asset Location
A presentation on asset classes, asset allocation, and asset location to meet investors' financial objectives.
Learning Objectives:
- Understanding asset classes
- Understanding asset allocation strategies
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Advanced
Prerequisites
4-5+ years in the Profession
Advanced Preparation
NA
