Complimentary for Members

September 30, 2025


In-Person

FAE Learning Center
200 Madison Avenue, 11th Floor, New York, New York 10016


NASBA 4.5

The Portfolio Playbook: Smart Investing Strategies for Wealth Management Roundtable

September 30, 2025
In-Person
NASBA 4.5
  • Instructor

    Imported - 1102373

  • Instructor

    Imported - 1102374

  • Instructor

    Imported - 1102375

  • Instructor

    Imported - 1102376

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Design a resilient, diversified investment portfolio using asset allocation strategies.
  • Evaluate various asset classes and allocation techniques.
  • Apply real-world case studies of successful wealth-building.

Major Topics

  • Proven strategies for building a resilient, diversified portfolio.
  • Insights into asset classes and allocation techniques.
  • Real-world examples of wealth-building through smart investing.
  • Networking with like-minded professionals and industry leaders.

CPE Credits Available

NASBA 4.5
1.5
Finance (NASBA) (Specialized Knowledge/Industries) - NASBA
1.5
Specialized Knowledge (NYSED) (Specialized Knowledge/Industries) - NASBA
1.5
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

FAE Learning Center

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in Financial Advisory and Wealth Management

Provider

Foundation for Accounting Education

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