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Regulatory Education
William Blair CE Credits - Gain Actionable Insights Today
To learn is to be empowered. We’re excited to offer continuing education (CE)-accredited courses to enhance your knowledge and perspective. Watch our on-demand courses and start earning credit today.
Goals/Needs-Based Investing
What is a Risk Budget?
This piece is approved to use with clients.
Three Keys to Investor-Centric Portfolio Construction.
Client Experience
[Infographic] - Importance of Avoiding Big Losses
This piece is approved to use with clients.
Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
This piece is approved to use with clients.
Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Goals/Needs-Based Investing
What is a Risk Budget?
Three Keys to Investor-Centric Portfolio Construction.
Goals/Needs-Based Investing
Math Matters: 4 Principles to help You Meet Your Financial Goals
This piece is approved to use with clients.
Learn the four math principles investors can take advantage of for successful goals-based investing.
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Goals/Needs-Based Investing
Market Timing Whiplash
This piece is approved to use with clients.
When Market Experts Disagree
Client Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings