Leveraged investing is a powerful strategy employed by investors, some of whom see tremendous success by magnifying their investment returns – and some of whom suffer serious losses. Topics covered include:
- The role of loans in leveraged investing;
- How leverage works in the context of a margin account;
- The use of leverage in life insurance products;
- Risks of leveraging;
- Methods of reducing risk;
- How to assess client suitability for leveraged investing.
Format: Online
No. of Pages: 42 pages
BC CE Credits: 4 hours
AB CE Credits: 4 hours Life
SK CE Credits: 4 hours
MB CE Credits: 4 hours ***
ON CE Credits: 4 hours
CFP®: 4
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.