CPD Courses

COPIA CPD: Asset Allocation - theory and practice

Workshop Novia Financial

About the CPD course

This paper provides an introductory overview to asset allocation; specifically relating to its importance in a portfolio construction context and an understanding of the merits/limitations of different strategies.. For structured CPD there is an Assessment Test that relates to the paper.

CPD Provider

Novia Financial

Novia Financial

Novia Financial

The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service. Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

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