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FPAM Melaka Chapter CE Workshop | Portfolio Analysis – Strategies to Create an Optimised Investment Portfolio by James Chin
RM260.00
| Date | 28 September 2024 |
|---|---|
| Time | 9.00am – 5.00pm |
| Venue | Online |
| CE/CPE/CPD | 10 CE Points / 10 CPE Points / 8 CPD Points |
| Facilitator | James Chin |
Different asset classes tend to experience good performance at different times. As such, in creating an optimized investment portfolio for our clients, diversification helps offset any poor performance of an asset class with higher returns from another asset class, thus enhancing the consistency of long-term returns.
This course will equip investment advisors and consultants with the necessary skills to develop a comprehensive and diversified investment portfolio by selecting the right combination of unit trust funds for their clients based on individual investors’ risk profiles, market opportunities, and risk management.
Learning Outcome
By the end of the course, participants will be able to:
- Analyse and evaluate existing unit trust funds to construct an optimized portfolio for clients;
- Analyse the client’s long-term investment needs and financial objectives to recommend suitable products;
- Establish, review, and re-balance a diversified investment portfolio for clients;
- Assess objectively the performance of unit trust funds in an existing portfolio; and
- Evaluate the impact of changing market and economic conditions on the client’s portfolio and recommend appropriate mitigating actions.