Browse FP 2

Chapter 5: Investment Management

In this section

  • Modern Portfolio Theory
    Explore the foundational principles of Modern Portfolio Theory, focusing on risk-return optimization, diversification, the Efficient Frontier, and practical portfolio construction strategies within the Canadian regulatory landscape.
  • Helping Your Clients Choose the Right Investment
    Explore key principles, regulatory requirements, asset classes, and practical steps for helping clients select investments aligned with their goals and risk tolerance in the Canadian context.
  • Measuring Portfolio Performance
    Explore how to evaluate investment portfolios using benchmarks, risk-adjusted metrics, and attribution analysis for realistic, transparent financial planning results.
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Chapter 4: Financial Planning and Mortgages
Chapter 6: Tax Planning Strategies