CE Credits: 1
Level of Complexity: Intermediate
The Probability of Wealth—Compounding Under Uncertainty (John Hogan, Ph.D.): This research provides a closed-form approach, easily implemented in Excel, for calculating the probability distribution for the growth of a portfolio when compounded under uncertainty and the effect of annual contributions to, or withdrawals from, the portfolio.
Planning for Conflict in Client Relationships (Sarah Asebedo, Ph.D., CFP®): Money is a necessary part of life, it is a natural source of discord for couples that could escalate to divorce. This presentation demonstrates how a conflict resolution framework serves as a useful and necessary strategic tool in financial planning and how to employ specific communication skills, such as reflective listening, reframing, etc.
What Matters in ETF Selection? (David Nanigian, Ph.D., CFP®): In each of the last three years Exchange-Traded Funds (ETFs) have been the preeminent investment vehicle used by financial advisers. This study examines the impact of both tracking difference and expense ratio on ETF performance to determine which ETF to select.