Applying Portfolio Diversification Strategies (2 CE credits)

By Dr. Moshe Milevsky

We all know portfolio diversification is a prudent strategy but have you ever struggled explaining it to a client? This online course provides examples ideal for sharing with clients and is available for reference after the course is completed.

Drawing on his extensive and practical studies of investment performance, Dr. Milevsky shows how to explain types of investment risk and the importance of diversification to your clients. Topics include:

• the probability of receiving reduced returns
• the ‘Sum of the Risk’ vs. the ‘Risk of the Sum’
• systemic vs. unique risk
• role of mutual funds in diversification
• role of international diversification in a portfolio

This engaging and interactive course includes a unique Probability of Shortfall Calculator that demonstrates how the number of investments affects risk.

Click here to go to Applying Portfolio Diversification Strategies

September 2007

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.