CFA/EFPA Course - Unprotected capital certificates

#4 ONLINE COURSE - Unprotected capital certificates --- REGISTER

Accredited for maintaining EFPA certification (3 hours/credits) levels  EFA, EFP, EIP e ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI 
Accredited CFA Society Italy* for 3 credits
Teachers: Pierpaolo Scandurra and Giovanna Zanotti

  • Unprotected capital certificates: advantages, disadvantages, types, selection
  • Portfolio building: core-satellite approach
  • Certificates with active management of the underlying (AMC)
  • Portfolio building and management models: permanent portfolio, all season portfolio, golden butterfly portfolio
  • Accumulation plan (PAC)
  • Dynamic strategies: trend followers, momentum, relative strength or mean reverting.
  • Passive strategies
  • Active strategies
*CFA Society Italy has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, you can self report PL credit(s) for your participation accessing the PL tracking tool through your account on the CFA Institute website. One credit hour is equal to one hour (60 minutes) of educational activity.