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Description
This program focuses on the specific needs of the high-net-worth (HNW) clients and covers the following core areas through 5 modules: Human and Family Dynamics, Asset Allocation and Technical Design, Alternative Investments, and Behavioral Finance.
Learning Objectives
• Identify the two tenets of the financial planning process
• Compare and contrast different planning approaches and methodologies used by advisors as part of the plan step in the planning process
• Describe fundamental components of an investment policy and its importance in governing the client relationship.
• Compare and contrast various methods of client portfolio construction, including the tradeoffs between common investment vehicles, asset allocation options, and risk management techniques.
• Describe various behavioral biases based on existing beliefs and how they may impact financial decision-making and behavior.
• Define real assets (real estate, infrastructure, and natural resources)
• Review the historical risk and return of private real assets vs. comparable public options
• Differentiate between the different types of private credit investments
• Describe the various roles of private credit in a diversified portfolio