Choosing the right equity model for your clients is crucial in wealth management. In the “Equity Allocation for Wealth Management” course by CFI, you will learn about the essential foundations of equity allocation, which includes different types of equity models and investment approaches. Additionally, you will have the chance to put your knowledge into practice through straightforward examples of equity models.
This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.