Featured Course: Portfolio Construction for Real Wealth Managers

Portfolio construction begins with the thorough understanding of the risk profile of the client. This course's components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.

“This was a challenging course. I learned quite a few new techniques. I can use several ideas in my business. I would recommend this course to any financial advisor who would like to work in the field of Retirement planning.”
- Maisie H., PQ

PROGRAM: Investment and Retirement Planning Services Specialist

Portfolio Construction begins with the thorough understanding of the risk profile of the client. Yet, by international standards, it is clear that the typical KYC or Asset Allocation Questionnaire is woefully inadequate. The Portfolio Construction Course begins with a thorough analysis of current risk profiling tools and their strengths and weaknesses for both the client and the advisor. Next, the course explores how to evaluate the risk profile of different portfolios, how to evaluate the risk and return features of different types of investments and how the risk profile of these investment are impacted by changes in the business cycle and interest rates. All of these components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.

CERTIFIED SKILL SETS: The student will learn to:

• Create their own unique Risk Profiling process for their client.
• Link, in a quantitative manner, the Client Risk Profile to the Risk Profile of the Portfolio.
• Evaluate the Risk and Return profiles of different types of securities.
• Explain the impact of interest rates and rate projections on bond prices, stock prices and market performance.
• Decompose interest rates into various components.
• Demonstrate proven portfolio construction, optimization and follow up strategies.
• Effectively communicate risk and return to your client.
• Use risk analysis tools, risk models and portfolio construction skills to create optimal portfolios.
• Presenting investment recommendations using supporting analysis.

PRACTICE MANAGEMENT THESIS: Throughout the course the student will participate in 19 different case studies accessing tools from the Bank of Canada, Finametrica, Globe Investor Gold and PalTrak, as well as several different online calculators, tutorials and simulators so as to apply modern tools in their practice today.