Webinars With Industry Experts

Shifts In The Efficient Frontier Over The Decades

How has the efficient frontier shifted over the decades?

Craig Israelsen, PhD., demonstrates shifts in the efficient frontier decade-by-decade over the last 47 years. Gross performance and net return of seven major asset classes and two portfolio models are examined, before and after inflation, at this webinar for practitioners.

Professionals who manage low-expense portfolios are able to internalize performance data and subtle changes driving portfolio characteristics over the long run. Attendees can receive continuing professional education credit and learn how to explain these key concepts to clients and prospects.

With fee compression changing practice management, Craig, a portfolio design expert, teaches concepts key to building enduring relationships with investors seeking financial planning and investment advice.

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Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

8th Annual 7Twelve Conference, November 10-11


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