IAR CE course · NASAA Course ID C82507
Product Analysis and Portfolio Risk for Investment Adviser Representatives 25.2
Develop product and portfolio analysis before implementation, from objectives and constraints to equity structures, fixed income, costs, manager evidence, alternatives, complex products, diversification and liquidity.
What you will be able to do
- Identify binding funding and loss-capacity constraints from a goal schedule and capital inventory.
- Calculate required growth and distinguish a modeled result from a forecast.
- Select feasible allocations and distinguish gross, net and real outcomes using stated assumptions.
Course facts
- Course ID
- C82507 (internal label 25.2)
- Credits
- 6 IAR CE credits
- Content area
- Products and Practice
- Format
- Text-Only, On Demand, self-paced
- Price
- $49, required reporting fees included, plus applicable tax shown before payment
- Pair price
- $89 with Fiduciary Duty and Ethical Practice (C82490), purchased together: 12 credits
- Access
- 90 days from confirmed payment
Enroll
Enroll in Product Analysis and Portfolio Risk
$49 for this six-credit course, or $89 when purchased with Fiduciary Duty and Ethical Practice. You create or sign in to your student account, review the terms and pay securely online.
Enroll in this course Enroll in the $89 pair Read a free sample sectionNot sure which courses you need? Check your state’s IAR CE requirement or compare all four courses. Course details on gulfstream.one.
You can verify this course under Gulfstream Capital in NASAA’s approved IAR CE course catalog (opens a new tab).
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Gulfstream Capital, NASAA provider S17479. Confirm that a course meets your own jurisdiction’s requirements and check your FinPro record before you enroll. Passing an assessment, completing a course and accepted reporting are separate events. Allow time for reporting and processing.
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