Institute of Business & Finance | Online Advisor Financial Training

Time 2020-06-27 12:04:19

Web Name: Institute of Business & Finance | Online Advisor Financial Training

WebSite: http://icfs.com

ID:12289

Keywords:

Business,Finance,Institute,

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Certified Fund SpecialistWe Invented the CFS Designation...and reinvented financial services education to give you an edge in the industry.Count on us.EXPLORE CFS DESIGNATION MORE ABOUT US Articles For Financial Advisors How to Evaluate Stocks; For Financial Advisors As advisors, we sometimes forget the basics: a stock represents a fractional ownership interest in a publicly traded corporation. Articles For Financial Advisors Risks One way academic researchers measure investment risk is by looking at stock price volatility. Articles For Financial Advisors Largest Mutual Funds Table 9 lists the largest mutual funds in the U.S. as of December 2015, according to MarketWatch.com. Articles For Financial Advisors Superior Active Fund Management Arnott (1993) and Odelbo (1995) Articles For Financial Advisors Efficient Markets A cornerstone of indexing advocates is based on securities markets being efficient. Articles For Financial Advisors Indexing Wells Fargo Investment Advisors were the first to use indexed portfolios for some of their institutional pension plans from 1969-1971. Articles For Financial Advisors How to Evaluate Stocks; For Financial Advisors As advisors, we sometimes forget the basics: a stock represents a fractional ownership interest in a publicly traded corporation. Articles For Financial Advisors Risks One way academic researchers measure investment risk is by looking at stock price volatility. Articles For Financial Advisors Largest Mutual Funds Table 9 lists the largest mutual funds in the U.S. as of December 2015, according to MarketWatch.com. Articles For Financial Advisors Superior Active Fund Management Arnott (1993) and Odelbo (1995) Articles For Financial Advisors Efficient Markets A cornerstone of indexing advocates is based on securities markets being efficient. Articles For Financial Advisors Indexing Wells Fargo Investment Advisors were the first to use indexed portfolios for some of their institutional pension plans from 1969-1971. Articles For Financial Advisors Duration A fund’s duration can sometimes be a misleading measurement of interest rate risk if the bond fund has a meaningful weighting in convertibles, fore Articles For Financial Advisors Unpopular Funds Fund popularity can be measured by percentage change in net cash flow over a stated period. Articles For Financial Advisors Expense Ratios Bogle (1999b) concluded 92% of return shortfall for active managers was due to expenses. Articles For Financial Advisors Currency Risk In general, a currency futures contract locks in the exchange rate between two currencies. Articles For Financial Advisors S P 500 Sectors: Beta, Correlation, R2 Weightings Most of the information from Table 5 comes from State Street’s SPDR ETF website. SPDR ETF symbols are shown in parentheses. R2 Barron’s defines R2 as a mutual fund term indicating “on a scale of 0 to 100, the percentage of a fund’s performance…explained by moveme Articles For Financial Advisors Serial Correlations For investors, serial correlation, also referred to as autocorrelation, measures predictability of returns from one period to the next. Articles For Financial Advisors Unsystematic Risk Does Not Equal Higher Returns Systematic risk principle states expected return depends solely on asset’s systematic risk. Beta Beta measures market risk, also known as systematic risk. Articles For Financial Advisors Risk-Return Characteristics of a 100 Stock Portfolio A 2004 AAII Journal article by Daniel Burnside, How Many Stocks Do You Need to be Diversified, points out even a 100-stock portfo Articles For Financial Advisors Systematic and Unsystematic Risk One way academic researchers measure investment risk is by looking at stock price volatility. Articles For Financial Advisors S P 500 Weekly Drops of 5%+ From the beginning of 1980 through August 24, 2015, there have been just 29 instances (29/1851 weeks = 1.5% of the weeks) when the S P 500 drop Articles For Financial Advisors Highly-Ranked Stock Pickers From March 2009 to March 2014, stocks returned 26% a year, as measured by the Wilshire 5000. Articles For Financial Advisors Harvard’s Endowment Fund The $33 billion Harvard portfolio is the largest endowment fund in the world. After completing my CAS™designation… two weeks later I rolled a $217,000.00 case.IBF gave me the tools and knowledge to close the sale. Thanks IBF for taking my sales to the next level! Hundley Batts, Jr., CAS™ President of HB2 Insurance Services LLC IBF's program is under-valued. Which means that I got more than my money's worth.The curriculum was unwavering and has enhanced my business tremendously.I think what a lot of individuals fear when going into an executive educational program, is, "Will the information gleaned from the program be applied to my practice?" That has not been the case with IBF.I truly do not understand why many other professionals do not seek to complete the entire MSFS program. It's well rounded and designed to nurture the financial professional into becoming a more mature and respected individual from both their clients and their peers. Steve Lewis, MSFS Virtus Wealth Advisors When I came into the industry some 20 years ago, the best advice I received was to contact the IBF to obtain my CFS™Designation.Going through the coursework was not only interesting but enlightening. I have no doubt that the knowledge gained, kick-started my career in financial services.Over the years, I have found myself going back to the well, so to speak, and utilizing IBF resources on an ongoing basis. I have received several certifications, as well as, my MSFS.The creditability and prestige gained through my association with the IBF has been invaluable to my practice. Richard Chrzanowski, MSFS Money Concepts Capital Corp. Wealth Management demands sophisticated advice.The IBF MSFS has provided me the knowledge to disseminate that level of advice to my clients. Dan McDevitt, MSFS Ameriprise Financial I take great pride in becoming a member of this exclusive group of my peers that has shown a commitment above and beyond the average industry standards.Achieving a MSFS degree shows my continuing efforts of providing top levels of investment counsel and financial service to my clients.The added benefit of having investors with a certain feeling of reassurance that coincides with my supplementary education through IBF is invaluable. Ray Ambrosino, MSFS Garden State Securities As the head of training for an asset management firm I wanted my employees to have a deeper understanding of the Mutual Fund arena.I looked at other certifications and a couple things that drew me to IBF's Certified Fund Specialist™were the extensive coverage of our business, the case study to put into practice what they learned, and the Continuing Education to keep my sales force current on updates in our industry. Tim Wilkinson, CFS span id=“tmpRm” ™ /span ING Funds Distributor LLC I came to IBF seeking to complete my CFS™, but within 2 years I was able to successfully complete my MSFS, which provided me with a good foundation as I progressed throughout my career. Hadley Joseph, MSFS Morgan Stanley Smith Barney Focused learning to help clients and stay on top of legislative and product changes is imperative!IBF course materials have helped me develop the skills and discussions necessary to help current clients and turn prospects into clients.As a result I have fewer and larger clients - allowing me more time to focus on more profitable clients and working with people and families I enjoy seeing.I will continue to work with IBF as they continue to provide top tier information to me for my benefit and the benefit of our clientele. Willard E. Gombert, MSFS The Financial Architects Inc. IBF was founded by a small group of registered representatives and financial planners.7:00 AM- 3:00 PM PSTMonday to FridayClosedSaturday Sunday

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