Portfolio Management
June 22 @ 8:30 am - June 23 @ 4:00 pm
Overview
This two-day workshop is designed to equip financial advisors, including insurance professionals, with the knowledge and practical skills required to construct, manage, and review client investment portfolios in a modern advisory environment.
The Workshop Will Dive Into These Topics:
- Financial Advisory & Client Framework
- Investment Knowledge & Analysis
- Portfolio Construction & Management
- Practical Application
- View Workshop Outline for more details
Details
Date: 22nd & 23rd June, 2026
Cost: $3900.00 plus VAT
Time: 8:30 am – 4:00 pm
Facilitators: Mr. Andre Falby & Winston Boodram
Venue: Level 1 Invader’s Bay, Off Audrey Jeffers Highway, Port of Spain or Online
CPD Hours: 12
Registration Deadline: 15th June, 2026
