Destination Uncertainty: Reshaping Your Clients’ Portfolios for the Road Ahead
By Manulife Investment Management with CE Corner
Next stop: market uncertainty.
With a destination like that, you need to be prepared for detours. Your clients’ portfolios are no different. Just like Google Maps, you may need to recalibrate along the way.
Join Kevin Headland, Manulife Investment Management’s Co-Chief Investment Strategist, as he sits down with Chris Chapman, Senior Portfolio Manager and Head of Manulife’s Global Multi–Fixed Income Team, and Conrad Dabiet, Senior Portfolio Manager and Co-Head of Manulife’s Essential Equity Team, to talk about the opportunities, challenges and tools you need to navigate the road ahead for fixed income and equity investors. Investors are on their way to uncertainty. Are their portfolios ready to stay the course?
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
CSF
Mutual Funds
--
Assurance de personnes
--
Courtage en épargne collective
--
General Subject
1.00
Group Insurance of Persons
--
Group Savings Plan Brokerage
--
Insurance of persons
--
Matières générales
--
MFDA (2023-2025)
Business Conduct - Ethics
--
Business Conduct - Non-Ethics
--
Professional Development
1.00
Course Type:
Video
Passing Grade:
9/12 (75%)
