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Streamlining Your Practice with Model Portfolios
In collaboration with Helios Quantitative Research, PIMCO, and the Chicago Booth Center for Decision Research, we are excited to announce another continuing education workshop for on-the-go financial professionals.

What are we covering?
In this session, we'll discuss the quantitative performance metrics used by consultants to evaluate managers and interpret their performance. Materials will be presented in a particular context to inspire confidence with clients.

What will you get?
One hour of CE credit applied to CFP, or IWI designations.

How do you receive credit?
Register with your legal name and proper licensing information, attend the webinar using your computer and user registration, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency. If you are not logged in with your first and last name, your CE will not be submitted.

Aug 11, 2021 09:00 AM in Pacific Time (US and Canada)

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