Hard Conversations: Keeping Clients on Track in Challenging Times
By Manulife Investment Management with CE Corner
Decades-high inflation. Rising interest rates. Panicked markets. There’s no shortage of investment risks right now, and that’s leaving advisors and investors asking, “What do I do now?” Luckily, you don’t have to face these challenges alone.
In this discussion, Kevin Headland and Macan Nia, Co-Chief Investment Strategists with Manulife Investment Management, along with Chris Chapman and Chris Hensen, portfolio managers of some of the firm’s flagship funds, discuss solutions to help you build resilient portfolios and drive productive conversations with clients. They present actionable investment ideas to give investors confidence and help bring them back from the sidelines.
Accreditation Details
Accreditation body
Competency
Credits
CSF
Matières générales
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Assurance de personnes
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Courtage en épargne collective
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Insurance of persons
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General Subject
1.00
FP Canada
Professional Responsibility
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Product Knowledge
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Practice Management
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Financial Planning
1.00
Course Type:
Video
Passing Grade:
9/13 (69%)
