Course Description
This is a Beacon Hill Course-in-a-BookTM title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-BookTM title, you have two purchase options:
– Purchase the “Hardcopy Book (mailed), Online Exam” or
– Purchase the “Online Exam ONLY (You Have the Book)” – In this case you already own the book or you will be purchasing the e-Book from the publisher.
Course Description
This course was updated on 2/7/2022.
This course and exam are based on the book Goals-Based Investing by Tony Davidow, CIMA (1st ed., 2022, McGraw-Hill Professional).
The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like “Modern Portfolio Theory” aren’t modern anymore, and even Post-Modern Portfolio Theory has become passé.
To succeed in today’s complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to:
The limitations of modern portfolio theory
Behavioral finance–overcoming biases
The role and use of alternative investments in building better portfolios
The growth of exchange-traded funds (ETFs) from “cheap beta” to “smart beta”
Sustainable investing, also known as environmental, social, and governance (ESG) investing
Adopting a goals-based investing approach
The future of wealth management
Investing products have evolved significantly over the past two decades, making it easier than ever for advisors and investors to access various segments of the market and unique asset classes.
Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and achieve your long-term goals and objectives.
