In the context of YOUFINANCE MAIN EDITION 2022, ACEPI has created a new course dedicated to all financial advisors who wish to have operational guidance on how to use certificates in the current market context, with operative testimonies in the use of certificates in the portfolio by retail and private financial advisors with a high experience of use.
The training event is one of the two half-yearly events that ACEPI organizes since 2020 with unique editions, constantly updated, to bring the real operation in certificates, making use of the expertise of fellow financial consultants who, Before others, they approached this market for managing their clients' portfolios.
The video and slides can be accessed at the bottom of the page.
Agenda
Certificates in portfolios: practical cases in volatile markets, rising rates and inflation
The course took place on 21 April 2022, in the context of YouFinance Main Event 2022, and is accredited for the maintenance of EFPA certification, EFA/EFP/EIP levels (3 credits)
Moderator: Pierpaolo Scandurra
09:30 – Presentation of ACEPI
Giovanna Zanotti – Scientific Director – ACEPI
09:40 – The market in 2022: caratheristics and trends.
Pierpaolo Scandurra – CEO Certificati e Derivati
10.00 – First experience - How I diversify portfolios in a context of rising rates and inflation
Giulia Rossi – Private banker
Q&A
10:55 – Second experience - Management of positions in volatile markets and criteria for selection of secondary opportunities
Carlo Tavazza – Financial Advisor
Q&A
11:40 – Third experience - Certificates for institutional investors
Massimo Franceschini – Financial Advisor
Q&A
12:25 – Conclusions
Giovanna Zanotti – Scientific Director – ACEPI
