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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.