Asset Allocation And Taxation

by NYIF (New York Institute of Finance) Claim Listing

This module discusses choosing the mix of assets that works for your client. This course replicates the content from module 4 of the course Wealth Management - A Core NYIF Course.

$89

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Course Details

This module discusses choosing the mix of assets that works for your client. This course replicates the content from module 4 of the course Wealth Management - A Core NYIF Course.

 

Curriculum:

  • Module 1: Mix Of Assets
    •  Choosing an asset mix
    •  Mutual funds vs. direct investment
    •  Market timing vs. dollar averaging
    •  Which investments, which account
    •  Planning for the next generation
 
You'll Learn:
  • Allocate a client's assets among the appropriate assets
  • Implement asset allocation decisions for a portfolio
  • Assist clients to minimize estate and income taxes
  • New York Branch

    160 Broadway 15th floor, New York

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