Why Minimizing the Costs of Investment Products Should be a Priority of Advisors 1 Credit
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Sep 30, 10:00 AM
ET
Are your investment returns falling victim to hidden costs? It's time to shed light on the unseen expenses that can significantly impact your financial outcomes.
In this online webinar, Ph.D. of Statistics (Econometrics) and creator of Personal Fund Stefan Sharkansky will shed light on the hidden costs clients pay when investing in mutual funds and ETFs. We’ll look at the direct and indirect costs advisors are missing when evaluating funds, the substantial compounding impact these have on clients’ actual investment returns (and advisor AUM), and how advisors can help clients control costs for reliably better investment outcomes by screening funds based on their holistic cost profile.
Major Topics Covered:
Join this CPE Finance Webinar we’ll also explore the potential impacts better cost analysis can have on advisors’ practices, including client sentiments around fees and how illuminating and managing external fees can give advisors an edge in prospect conversations while helping to make clients less sensitive to advisory fees.
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Valid upto : Dec 31, 2024
Valid upto : Sep 26, 2025
Valid upto : Sep 26, 2025
Valid upto : Dec 31, 2024
Valid upto : Sep 26, 2025
Valid upto : Sep 26, 2025
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Stefan Sharkansky is the
Founder and creator of Personal Fund and a former instructor at UC Berkeley and
UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford
University and a Ph.D. in Statistics (econometrics) from the University of
Washington. His personal research on low-cost and tax-efficient investing led
him to develop the mutual-fund and ETF cost-analysis and portfolio-building
tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and
publications such as The New York Times, Barron’s, Forbes, the Wall Street
Journal, and USA Today. With his background as an academic, developer, serial
entrepreneur, and former improv-comedy performer, Stefan is skilled at
presenting complex topics in an accessible and useful format to help financial
professionals better manage their clients’ portfolios.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DD
Stefan did a great job informing me about the importances of minimizing costs. I really enjoyed this workshop.
MK
Outstanding presentation with real world examples.
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