Asset Allocation and Taxation
Price: $ 60.00 (USD)
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You will receive 1 credit (CE) upon completion of this course.
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Course Description
This course gives an overview of Asset Allocation and Taxation. The course will cover choosing asset mix, mutual funds vs. direct investments, market timing vs. dollar averaging and planning.
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Course Outline
- Choosing an asset mix
- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation
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- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation
More Information
| Language | English |
| Course Length | 1.00 hours |
| Duration of Access | 91 Days |
| Continuing Education Credits | 1 |
| Instructor | Self Study |
| Vendor | New York Institute of Finance |
| Course Certification | Certificate of completion with NASBA CPE Credits |
| Prerequisites/Audience | New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, portfolio managers and other Product Specialists requiring an in-depth overview of wealth management, and individuals working in the finance arena |
| Requirements/Materials Included | none |
Price: $ 60.00 (USD)
Add to Cart