Dollar-Cost Averaging vs Lump Sum Investing

By Advisor.ca

In this course, Benjamin Felix, MBA, CFA, CFP, CIM, portfolio manager at PWL Capital in Ottawa, compares dollar-cost averaging to lump sum investing through time for six stock markets. He also takes a closer look at the distribution of outcomes on average and under special circumstances commonly believed to be suboptimal for lump sum investing.

Dollar-Cost Averaging vs Lump Sum Investing

Accreditation Details

Accreditation body
Competency
Credits

ICM

Life Insurance

1.00

Course Type:

Web Link

Passing Grade:

8/12 (67%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER