A Bibliography For Investment Adviser Representatives

Retirement Portfolio Analysis Resources

Craig Israelsen

Thursday, May 23, 2024 4PM EST

CFP^® Live CPA IWI

Program Id: 493585627

This class covers the highlights of a short list of books and articles any investment fiduciary wants to say they’ve read.

Craig Israelsen, Ph.D., connects Modern Portfolio Theory to a sustainable low-expense investment method for CFP, CPA and other financial planning and investment fiduciaries, while reviewing his carefully selected articles and books about investing.

Who should attend:

• Investment Advisors
• Financial Planners
• Wealth Managers
• Financial Analysts
• Securities and Research Analysts
• Institutional Investment Plan Trustees
• Institutional Investment Consultants

Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His course on A4A since 2009 is best-suited to professional fiduciaries seeking to minimize investment expenses on a broadly diversified portfolio core.

After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.. Check spam folder if you do not receive it.

Craig's course is eligible for CE credit towards CFP®, CPA CPE, as well as CIMA®, CPWA® certifications and PACE credit toward the CLU® and ChFC® designations.