Unable to Login? We are here - courses@advisoranalyst.com

Principal Protected Notes 2.0: Why Now?

Language: English

Instructors: Cem Esen, Johny Zolis, Desjardins Investment Solutions

Why this course?

Description

Advisors looking for profound ways to expand their business and bring meaningful, value-add solutions to their clients and practice, during what are challenging times in markets, should consider the use of Principal Protected Notes.

Cem Esen

Johny Zolis

In this webinar featuring Cem Esen, Senior Regional Director, and Johny Zolis, Regional Vice President, from Desjardins Investment Solutions:

we explore the purpose, features and benefits of Principal Protected Notes (PPNs).
we discuss the common features and due diligence considerations for all PPNs.
how you can replace traditional asset classes with PPNs to maintain equity and fixed income 'risk budgeting' in your clients' portfolios
Access to a multitude of growth and income-oriented alternative investment solutions, less correlated with the traditional asset classes
how and why these PPNs can add tremendous value to your toolbox, by providing peace of mind to clients about their risk exposure in a trying market environment.

Course Curriculum


	Principal Protected Notes 2.0: Why Now?
		Principal Protected Notes 2.0: Why Now?
	Principal Protected Notes 2.0: Why Now?
		Quiz: Principal Protected Notes 2.0: Why Now?

How to Use

After successful purchase, this item would be added to your courses.You can access your courses in the following ways :

From the computer, you can access your courses after successful login
For other devices, you can access your library using this web app through browser of your device.

Sign Up Complete your profile

Log In

You may also be interested in

Principal Protected Notes 2.0: Why Now?

Description

Course Curriculum

How to Use

Reviews