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. 

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability. 

Optimal Asset Location

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

1.00

Compliance

--

FSRA

Life and/or A&S

1.00

Course Type:

ARTICLE

Passing Grade:

8/12 (67%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER