R 285

EX. VAT

Asset allocation

Online


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours   

CPD Accreditation Number: IOB152

COURSE DESCRIPTION 

Understand why asset allocation is important, how it is done and how clients benefit from it.

Learners will gain sufficient and appropriate knowledge and understanding of:

  • Terminology when talking to clients
  • Asset allocation models
* Income Portfolio
* Balanced Portfolio
* Growth Portfolio
  • Rules to create an asset allocation plan
  • Diversification
  • Asset Allocation
  • Investment choices
  • The connection between asset allocation and diversification
  • Rebalancing