ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Client Relations in the Post CRM2 World

1.5 FPSC credits*


Overview

CRM2 reporting will initiate serious discussions between investors and their financial planners. Without a deep understanding of personal finance, the CRM2-mandated fees and performance statistics will bring up a litany of questions in the average investor’s mind. Chief among these questions will be “was my portfolio well managed?” To demonstrate value to a client and show them that their portfolio met their needs in terms of performance, risk, volatility and liquidity, as well as show them the utility of professional advice, information beyond CRM2 statistics is necessary.

A client who you convinced not to panic during a market crash or invest heavily during a market run up may not be aware of the benefits of the advice they've received. A client who has unexpected expenses and needs access to their savings may not appreciate the importance of balancing the returns of their portfolio with liquidity and volatility. A client with an interest in financial markets may believe they've got a winning strategy of their own, without understanding the risks involved. Using CRM2Plus software, you'll be able to generate the necessary information to show off the importance of your advice.

Topics

  • CRM2 Overview
  • Internal Rate of Return vs Time weighted returns
  • Fees reported in CRM2 vs Fees for a self managed portfolio
  • Demonstrating the benefits of your advice with a counterfactual portfolio
  • Constructing a realistic benchmark for comparison
  • Portfolio strategies and their tradeoffs: risk vs reward
  • The importance of financial advice over an investors lifecycle

Cost of this CRM2 seminar is $39.

Seminar runs from 7:00 p.m. to 8:30 p.m.



Schedule

There are currently no sessions scheduled for this course. The course can be held at your site if you have a minimum of five people interested in taking the course. Please contact us for details.

ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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