Earn CE hours with new rebalancing course

By Staff | July 19, 2016 | Last updated on July 19, 2016
1 min read

It’s summer: email traffic is down (even if highway traffic isn’t), you’re taking longer lunches (or, you’re taking lunches!), and clients aren’t calling as often. Make the best of these quieter times and earn CE credits.

Lucky for you, we’ve got a new course on CECorner.ca:

Rebalancing act: Estimating the value added through portfolio rebalancing

In the course, Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk. You’ll come away being able to quantify the net benefits of rebalancing.

Successful completion of this course will earn you 1.5 credits from IIROC, 1.5 from FPSC, and 1 from the The Institute.

And don’t miss our other courses on CE Corner:

Great expectations: How to estimate future stock and bond returns when creating a financial plan

Personal tax season — are you ready?

The design and depletion of retirement portfolios

After-Tax Returns: How to estimate the impact of taxes on ETF performance

Challenging Dynamics for Executors; Boom or Bust for Advisors

RESP investment strategies

Advisor.ca staff


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