Managing Client Portfolios in Times of Crisis

2.5 CPD


Accreditation expiry date: 31/05/2024

This course was developed in light of the recent coronavirus crisis to serve as a guide to financial advisors in managing the portfolios of their clients during these uncertain times. The course covers some of the different arguments on market efficiency and also presents a discussion of the practical approach to dealing with clients and managing their portfolios in periods of market stress based on principles of both classical finance and behavioural finance.

Professional Body: FPI
Approval Number: FPI22114480

Once you have completed this course you will be able to:

  • gain an understanding of the value of financial advice.
  • gain an understanding of the different arguments on financial market efficiency and their implications for investors.
  • gain an understanding of financial market interconnectedness and its implications on market behaviour.
  • gain an understanding of the impact of the coronavirus epidemic on financial markets.
  • evaluate different alternatives of action in times of crisis based on the client risk profile.

Who Should Register

  • Key Individual
  • Representative


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