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Description
Focuses on the allocation of investment resources in variable annuity subaccounts. Describes common approaches to asset allocation and the relationship between asset allocation and investment diversification, as well as the various forms of financial risk and how to develop a client profile and identify client investment objectives.
Learning Objectives
Learning Objective 1: Construct an optimal client portfolio by the allocation of wealth amongst risky assets and the risk free security.
Learning Objective 2: Develop and communicate to a client a portfolio rebalancing strategy.
Learning Objective 3: Recommend an asset allocation strategy consistent with a client’s risk tolerance.