Asset Allocation and Taxation

ITEM RGCO0253

Self Paced Course

Available Now
Online

$89.00

Online (Self-paced)

1 Hours

English

Professional

Virtual Series Course

Available Now
Virtual (Part-Time)

$89.00

Online (Self-paced)

1 Hours

English

Professional

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Asset Allocation and Taxation

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

CPE Credits: 1

Program Details (NASBA) View

Program Level	Basic
Prerequisites	This course has no prerequisites.
Advance Preparation	No advance preparation required.
Recent Revision Date	January 6, 2015
Instructional Delivery Method	QAS Self Study
Field of Study	Accounting

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Curriculum

What you'll learn

Who should take this

Duration : 1 hour

Choosing an asset mix
Mutual funds vs. direct investment
Market timing vs. dollar averaging
Which investments, which account
Planning for the next generation

Asset Allocation and Taxation

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in a valid email and phone number.

Select preferred contact method

Please fill in the field.

Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or marketing@nyif.com

Something went wrong, please try again later!

Asset Allocation and Taxation

Learn now pay later with

Easy monthly payments

Flexible payments

Module 1: Mix of Assets