Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.

The educational goal of this program is to provide a richer understanding of how indexes are created and used across global financial markets in order to improve client outcomes.

Self-study exam based on the Journal of Financial Planning, October 2025 Issue

In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors.

Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable." As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?

Self-study exam based on the Journal of Financial Planning, June 2025 Issue

Self-study exam based on the Journal of Financial Planning, April 2025 Issue

Self-study exam based on the Journal of Financial Planning, March 2025 Issue

Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns.

Self-study exam based on the Journal of Financial Planning, December Issue