October is National Financial Planning Month — Download the Toolkit
Why Built-In Risk Management is as Important as Ever
Topic
Investment Planning
Program ID
324800
Hours
1
Format
Self-Study / Recorded webinar
Complexity
Intermediate
Description
In this webcast, experts will examine how Defined Outcome ETFs are constructed to explicitly address risk. They will also address a range of questions, including: How are advisors using Defined Outcome ETFs and what risks are they addressing? How can advisors communicate to clients the benefits of defined outcome investing? and what is a laddered floor strategy, how does it offer benefits of defined outcome investing, and where does it fit in a portfolio? Experts will provide portfolio considerations, as well as discuss the outlook for the remainder of the year.
Learning Objectives
Learning Objective: Advisors will learn about how to approach Defined Outcome ETFs and what risks are they addressing, best ways to communicate the benefits of defined outcome investing, as well as the basics of laddered floor strategies, how it offers benefits of defined outcome investing and where it fits in a portfolio.