Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept. Learn how to apply relationship-oriented services such as cogent wealth management via financial planning, behavioral coaching, and guidance as a primary objective of your value proposition. Level of Complexity: Overview Course Date:
November 13, 2017
CFP CE: 1.00 |
Streaming FPA Member Price:$29.00 Non-Member Price:$49.00 |