The Hitchhiker's Guide to Core-Satellite Investing


To view a replay of this webinar and qualify for one (1) hour of CIMA®, CIMC®, CPWA®, CFP® continuing education (CE) credit you must:

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  2. Watch the full webcast.
  3. Click the “End Session” button at the end of the webcast to end your session.

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IMCA

Accepted for 1* hour of CIMA, CIMC, CPWA, CFP continuing education credit (see below for details.)

CIMA, CIMC, CPWA Continuing Education Credit
If you are a CIMA, CIMC, or CPWA certificant you MUST enter your IMCA ID in the registration form in order to have your CE automatically reported. If you do not have your IMCA ID you may self-report and verify your attendance using the confirmation email you will receive upon completion of the webcast.

CFP Continuing Education Credit
This webcast has been accepted by the CFP Board for one (1) hour of continuing education (CE) credit for attending the entire webcast. Individuals are responsible for submitting any necessary paperwork and/or fee to the CFP Board – www.cfp.net.

* Program subject to change, which may affect the type and total number of hours delivered.

This webinar will attempt to present the arguments for core/satellite investment approach in a practical, non-technical manner — the way it might be explained to a potential investor or new client. The intent is to distill — that is, hitchhike on — the quantitative and academic work that has been done on this subject and present it in an intuitive and easy-to-understand way.

The focus will be on:

  • Why it makes sense to include a healthy allocation to passive and/or tax-enhanced index strategies
  • Why a diversified portfolio should include alternative investments
  • And how to build an intelligent core/satellite portfolio

Time viewing the webcast is recorded. All participants who submit an hour for CE must be on the webcast for the duration of the event.

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System Requirements

PC-based attendees: Required: Windows® 7, Vista, XP or 2003 Server
Macintosh®-based attendees: Required: Mac OS® X 10.5 or newer