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Model Portfolio Solutions and the Client Experience
In collaboration with Helios Quantitative Research and State Street Global Advisors, we are excited to announce another continuing education workshop for on-the-go financial professionals.

What are we covering?
Outsourcing the investment process gives financial advisors access to professional money managers who have the means and ability to construct diversified portfolios using more in-depth research and risk management tools than advisors might have at their disposal. Advisors can then focus more time and attention on other financial planning matters, such as relationship management, estate planning, and tax strategy. It can also allow advisors to service smaller client accounts in a more efficient manner without sacrificing portfolio quality. Operationalizing investment management can result in long-term benefits that are of value to the bottom line for the practice and of value to your clients. We'll be discussing the perceived advantages and challenges one might encounter while using model portfolios.

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.

Oct 13, 2021 09:00 AM in Pacific Time (US and Canada)

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