Audio/Web Conference: Tactical Asset Allocation: The Proper Way to Implement MPT
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
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The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
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The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Investment Management Section
Most investment advisors have been taught the principles of managing portfolios using traditional buy-and-hold techniques based on Modern Portfolio Theory, yet in reality — based on the guidance of Harry Markowitz himself — tactical asset allocation can simply be a natural extension to better implement MPT properly. This session will explore the theoretical challenges of buy-and-hold, how MPT actually leads to tactical asset allocation, practical approaches used to implement tactical portfolios, and the challenges faced by those who adopt tactical asset allocation.
Attendees will learn:
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the publisher of the e-newsletter, The Kitces Report, and the popular financial industry blog Nerd's Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in numerous publications and co-authored several books. In addition, Michael was recently recognized as one of the financial services industry's "Power 20" by Investment News, and was selected as one of the 2010 recipients of the Financial Planning Association's "Heart of Financial Planning" awards for his extensive volunteer work in the financial planning community and dedication to advancing the profession.
Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.