Video recording of the course - 20 May 2021
The slides of the course can be downloaded from the links at the bottom of the page
The collaboration of ACEPI with Youfinance Main Edition 2021 has seen the realization of two sets of COURSES (BASIC+ ADVANCED + PRACTICAL CASES) credited EFPA for the maintenance of the EFA certification / EFP / EIP / EIP CF, for a total of 14 hours/credits each, who set the historical record for the number of subscribers.
It also continued on Thursday 20 May with the workshop/course (only edition, not replicated)
The certificate in financial advisors' portfolios - experiences and use cases
in which four financial advisors with decades of experience in certificates shared their investment techniques and the criteria for the selection of certificates for the composition of investment portfolios.
The course was credited for 2 hours/credits for maintaining the €FPA certification (EFA / EFP / EIP / EIP CF).
Agenda
9:30 – Presentation of ACEPI
Giovanna Zanotti – Scientific Director – ACEPI
9:40 – The market in 2021: caracteristics and trends.
Pierpaolo Scandurra – CEO Certificati e Derivati
Moderator Pierpaolo Scandurra
10.00 – Prima esperienza – Come strutturare un portafoglio difensivo in un contesto di tassi e inflazione in rialzo
Tiziano Sordini - Private Banker
Q&A
10:30 – 2nd experience – Obiettivo cedola: costruire un portafoglio a flusso cedolare periodico
Andrea Zanella - Independent Financial Advisor
Q&A
11:00 – Terza esperienza – Come ottimizzare fiscalmente i portafogli
Carlo Tavazza – Private Banker
Q&A
11:30 – 4th experience – Volatility and residual maturity: how to measure them and assess their impact
sui portafogli
Giovanna Zanotti – Scientific Director – ACEPI
Q&A
12:00 – 5th experience – Risky current accounts - How to manage corporate or private liquidity
Pierpaolo Scandurra – CEO – Certificati e Derivati
Q&A
12:30 – Conclusions
Giovanna Zanotti – Scientific Director – ACEPI
