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Equity Allocation for Wealth Management Overview
Choosing the right equity model for your clients is crucial in wealth management. In the “Equity Allocation for Wealth Management” course by CFI, you will learn about the essential foundations of equity allocation, which includes different types of equity models and investment approaches. Additionally, you will have the chance to put your knowledge into practice through straightforward examples of equity models.
Equity Allocation for Wealth Management Learning Objectives
Upon completing this course, you will be able to:- Understand and identify the most common types of equity models used in the wealth management industry.
- Learn and describe the investment methods and philosophies used in equity models.
- Discern the pros and cons of modeling with individual equities versus managed products.
- Hone your practical skills during a demonstration of model changes in real-world equity models.
- Learn how to confidently source equity models from researchers and specialists.
- Discover how to communicate the value that different models bring to clients and partners.
Who Should Take This Course?
This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
