Optimal Asset Location
By Advisor's Edge
In this course, Benjamin Felix, MBA, CFA, CFP, CIM, portfolio manager, at PWL Capital in Ottawa examines the effects of asset location on pre- and after-tax asset allocation. Unlike most other literature on this topic, this course analyzes the problem from the perspective of asset utility, leading to an interesting and easy-to-apply conclusion on the optimal location of assets.
Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 8
Professional Development
1.00
Compliance
--
FP Canada
Professional Responsibility Credits
--
Product Knowledge Credits
--
Practice Management Credits
--
Financial Planning
1.00
