Investment Planning Knowledge Circle
A community for financial planners focused on investment strategies.
The Investment Planning Knowledge Circle is a dedicated community within FPA that brings together financial planners focused on investment strategies and portfolio management. Here, professionals can connect, build knowledge, and support each other in elevating their investment planning expertise.
Why It Matters
Investment planning is a critical component of comprehensive financial planning. By participating in the Investment Planning Knowledge Circle, financial planners can deepen their understanding of investment principles, stay informed about market trends, and collaborate with peers to develop effective investment strategies. This community empowers professionals to provide informed and strategic investment advice, ensuring that clients achieve their financial goals.
Key Focus Areas
Portfolio Construction and Management
Explore strategies for building and managing diversified investment portfolios tailored to clients' risk tolerance and financial objectives.
Market Analysis and Trends
Stay updated on market developments and economic indicators to inform investment decisions and client recommendations.
Investment Products and Vehicles
Gain insights into various investment products, including mutual funds, ETFs, and alternative investments, to enhance client portfolios.
Get Connected
Join your peers in the Investment Planning Knowledge Circle and take part in discussions, knowledge sharing, and professional growth. Open to all FPA Members.
Looking for more ways to connect? Explore all of FPA’s Knowledge Circles and find the communities that resonate with you.
Upcoming Live Investment Planning Knowledge Circles
On-Demand Investment Planning Knowledge Circle
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Guest speakers Stephen David and Zach Fichter will be presenting, "Opportunities in Closed End Funds – Positioning for Rate Cuts"
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This had been a monumental year for crypto with the emergence of Bitcoin ETFs.
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The academic conclusion of Modern Portfolio Theory is that market timing can never work.
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In this Investment Planning Knowledge Circle session, guest speaker Scott Edgcomb, will cover:
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Quiddity: “The basic nature or quality of something, that makes it different from other things.”
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We experienced sharply higher interest rates and inflation in 2022, leading to the first bear market that didn't coincide with a recession since 1987.
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Given current market volatility and economic uncertainty, catastrophe (CAT) bonds and ILS, provide a unique opportunity for investors seeking potential alternative sources of income
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Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.
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Kevin Baum, Chief Investment Officer of USCF Investments, will provide: an update on current commodity market factors, discuss a unique approach for estimating commodity valuations, and offer perspectives and commodity portfolio structuring insights given the energy transition mega-trend.
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During this presentation guest speaker Jerry Paul will cover: The Fixed Income Environment and Outlook for 2023 Investment Opportunities and Where to Look for Them A Value Oriented Bond Management Approach and How It Differs from Traditional Methods.
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