Course By: Growth in Motion
ABOUT THE COURSE
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
