If you’re an industry professional working with investment decision makers in functions such as operations, administration, IT, HR, marketing, sales, compliance, or customer service, consider working towards the Claritas Investment Certificate. Launched last year by the globally respected CFA Institute, the new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.
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There is plenty of evidence that the overwhelming majority of Canadian investors have a high degree of confidence in their investment advisor. Beyond helping clients identify their long term liabilities and develop an appropriate asset allocation, IAs manage necessary portfolio adjustments based on prevailing market conditions. They also determine the savings levels needed to achieve clients’ goals, and provide invaluable assistance on hedging their risks, as well as planning for retirement and the eventual distribution of their estate. IAs can also help clients manage their emotional response to the normal ups and downs experienced by different asset classes in their … Continue reading