Advisors4Advisors

This course explores key principles of portfolio design, diversification, risk management, and investment strategies to optimize long-term financial performance. By analyzing historical trends and asset correlations, participants will gain practical insights to construct diversified portfolios that align with client goals. The course will also address common misconceptions in investment strategies and the role of behavioral finance in portfolio decision-making.

By the end of this course, participants will be able to:

• Define Diversification – Explain its role in managing risk and improving portfolio stability.
• Compare Portfolio Models – Differentiate between minimal and broad diversification approaches.
• Assess Asset Performance – Analyze historical returns and volatility of key asset classes.
• Understand Portfolio Costs – Evaluate how fees impact long-term investment growth.
• Interpret Market Trends – Identify the effects of interest rates and economic cycles on portfolios.
• Implement Rebalancing – Apply strategies to maintain asset allocation over time.
• Address Behavioral Biases – Recognize common investor mistakes and emotional decision-making.
• Enhance Client Communication – Use simple metaphors to explain complex financial concepts.
• Optimize Contribution Strategies – Balance savings rates and portfolio returns for long-term success.
• Develop a Sustainable Portfolio – Construct a well-diversified plan for various market conditions.

Craig L. Israelsen, Ph.D., has been a regular contributor to Advisors4Advisors since April 2009. Prof. Israelsen has taught about family financial management at universities and is currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. He teaches classes toward earning a CFA charter. He's a regular contributor to AAII Journal.  Craig provides a system to manage low-expense portfolios and educate clients on A4A. 

Who Should Attend:
IA Reps, CFPs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs,, CFAs, and other professionals who seek a deeper understanding of diversified portfolio strategies.

Cost:
Free to Advisors4Advisors members ($60/Qtr).

CPE Credit:
1 hour, Finance field of study

Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: On-demand webinar replay

Program Policies:
Advisors4Advisors is approved as a provider of IAR CE by the North American Securities Administrators Association. 
Advisors4Advisors is approved by the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA financial planners to earn CPE credit on-demand via webinars on A4A, as well as on live webinars. 

State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.

Advisors4Advisors is approved as a CE sponsor by CFP Board, and by Investments & Wealth Institute, enabling credit for CFP®, CIMA®, and CPWA® professionals. 

For information regarding administrative policies, such as refunds, cancellations and complaints, mail [email protected].