Equity Allocation for Wealth Management

Whether you’re an aspiring Wealth Advisor, Financial Planner, or experienced Portfolio Manager, the equity model you develop and utilize with your clients will set you apart from your competition.

Explore the types of equity models and the investment methods and philosophies used to develop them.
Learn how to communicate the value your chosen model brings to your clients and partners.
Practice allocating individual equities and ETFs in different real-world scenarios.

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Corporate Finance Institute

Equity Allocation for Wealth Management

Overview

Equity Allocation for Wealth Management Overview

Choosing the right equity model for your clients is crucial in wealth management. In the “Equity Allocation for Wealth Management” course by CFI, you will learn about the essential foundations of equity allocation, which includes different types of equity models and investment approaches. Additionally, you will have the chance to put your knowledge into practice through straightforward examples of equity models.

Equity Allocation for Wealth Management Learning Objectives

Upon completing this course, you will be able to:

Understand and identify the most common types of equity models used in the wealth management industry.
Learn and describe the investment methods and philosophies used in equity models.
Discern the pros and cons of modeling with individual equities versus managed products.
Hone your practical skills during a demonstration of model changes in real-world equity models.
Learn how to confidently source equity models from researchers and specialists.
Discover how to communicate the value that different models bring to clients and partners.

Who Should Take This Course?

This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction

Purpose of Course

Course Slides

Fundamental Models

Significance of Equity Models

IPS Example

Fundamental Models

Fundamental Model Construction

Client Communication

Interactive Exercise 1

Technical Models

Technical Analysis

Technical Model Construction

Interactive Exercise 2

Quantitative Models

Key Concepts for Factor Investing

Client Communication

Interactive Exercise 3

Building Models

Individual Equities

Advantages and Disadvantages

Why Choose Managed Products

Best Practices of Model Construction

Equity Allocation Model Templates

Demonstration Introduction

ETF Walkthrough

ETF Scenario 1

ETF Scenario 2

Individual Equity Allocation Walkthrough

Individual Equity Allocation Scenario 1

Individual Equity Allocation Scenario 2

Equity Allocation Models Completed

Sourcing Models

Doing It Yourself

Internal Investment Office

Third Party Investment Managers

Summary

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management (FPWM)™ Certification

Equity Allocation for Wealth Management is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What our students say

Useful wealth management insights
Useful for anybody thinking of a career in asset management.

Jeremiah Murphy

Great experience in wealth management
it was a great learning experience and i got to learn so many new things with the help of this course

Kushagra Verma

It was impactful
I like the tutor they were explicit enough

OLUFEMI FASOLA

very impressive
please get enrolled now

SAMUEL SUGURU LAARY

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Equity Allocation for Wealth Management

Overview

Equity Allocation for Wealth Management Overview

Equity Allocation for Wealth Management Learning Objectives

Who Should Take This Course?

Equity Allocation for Wealth Management

Get Recognized With CFI

What you'll learn

This Course is Part of the Following Programs

What our students say

Jeremiah Murphy

Kushagra Verma

OLUFEMI FASOLA

SAMUEL SUGURU LAARY

SAMUEL SUGURU LAARY

Frequently asked questions

Get certified for Financial Planning (FPWM)™