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The Resilient Advisor - AUDIO (LCICC03P2)


Description

In this four-part audio series, Jay Coulter, author of The Resilient Advisory Business, interviews leading subject matter experts in the financial services industry to discuss some super cool topics for financial professionals. In this series, Jay discusses:

1. The Future of Fintech and Digital Advice, with Michael Kerins
2. How Modern Portfolio Theory has Failed Investors, with Daniel Peris
3. The Power of Thematic Investing in Today's Market, with Chris Versace
4. Reinventing your Practice with Rule-Based Investing, with Dr. Daniel Crosby

FP Canada Accreditation: 2.0 (1.0 Financial Planning & 1.0 Practice Management) Credits

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 2.0 Accreditation Number: 6209 CE Credit Type: Professional Development

Content
  • The Power Of Thematic Investing in Today's Market, with Chris Versace (30:22)
  • The Future of FinTech and Digital Advice, with Michael Kerins (15:59)
  • Reinvent Your Practice With Rule-Based Behavioural Investing (22:38)
  • How Modern Portfolio Theory Has Failed Investors, with Daniel Peris (28:25)
  • Final Test
  • The Resilient Advisor
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever