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Vanguard Market and Advisor Perspectives

Topic

General Principles of Financial Planning

Program ID

337700

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

This course is designed to provide financial advisors with a comprehensive, data-driven outlook on the global economy and capital markets for the first quarter of 2025. It provides in-depth insights and forecasts across several key areas relevant to financial advisors and portfolio managers.

Learning Objectives

- Deliver Economic and Market Forecasts - Guide Investment Strategy and Portfolio Construction - Support Advisor decision-making - Provide long-term Capital Market Expectations - Equip advisors with actionable insights