CFA/EFPA Course - Use of Certificates in Advisory Portfolios

#3 ONLINE COURSE - Use cases of application of certificates in consulting portfolios --- 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

Construction of coupon portfolios
  • Criteria for choosing certificates
  • Volatility and correlation for the construction of an asset allocation
  • How to estimate the coupon flow of a portfolio
  • Tax efficiency as a lever for optimizing returns
  • Trade off risk return, how to find the right balance
How to restructure a loss-making portfolio
  • Recovery of loss-making stock positions: the switch to recovery, definition and application criteria, advantages
  • Criteria for actively managing non-performing positions on certificates
  • How to improve the risk/return profile of a share
  • Optimization of a certificate portfolio
  • Use of certificates in relation to the administered savings component
*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.