Looking to squeeze in some education credits before year end?
Find a course you like on our CE Corner page for free credits. For instance, you might like this recently added course, 34 ways to be a better advisor, by Anne Manson and Doug Towill. They identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
Or, check out this rebalancing course by Raymond Kerzérho, director of research at PWL Capital, who shows how to measure the impact of portfolio rebalancing on return and risk.
Do you want learn how to test the durability of a retirement plan while earning credits? Take this course by Jim Otar: Stress Testing Your Retirement Plan: How Big is My Cushion?
Don’t miss other courses on CE Corner for the chance to earn dozens of credits: