In collaboration with Helios Quantitative Research, PIMCO, and 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 will be discussing quantitative performance metrics used by consultants to evaluate managers and interpret their performance. Material is presented in a practical context to inspire confidence with clients. You will learn how to develop an understanding of the various metrics used in performance measurement and manager selection, incorporate knowledge to develop and enhance your investment philosophy, and increase confidence in articulating your recommendations to clients.
What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.
How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.