Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager

CE Webinar: Buffered Strategies What They Are, How They Work, & When to Use Them

General Research

Buffered strategies and other Defined Outcome approaches are among the fastest growing areas of the ETF/Mutual Fund and annuity markets and continue to be a significant issuance of the major banks. These products will continue to grow and catch the attention of advisors, agents, and clients alike.

Together with Catalyst Funds, I recorded an on-demand Continuing Education (CE) presentation discussing Buffered Strategies. This presentation explores how these strategies work, the most appropriate ways to use them, and how they should be presented to clients.

1 On Demand CE Credit

The presentation is eligible for 1.0 hour* of CE credit. To receive credit, watch the recording via the link on Asset TV, and answer a short quiz.

This on-demand 1.0 Credit CE Credit Presentation Buffered Strategies: What They Are, How They Work, & When to Use Them, educates viewers on the $2 trillion buffered strategies and defined outcome strategies market. The presentation will cover in detail:

  • Why are these strategies so popular?
  • How do they work?
  • What are their benefits and detriments?
  • What is the most appropriate way to use them?
  • How should they be presented to clients?

These and other questions will be answered during this informative CE approved presentation.

Additional tools and resources:

Watch: CE Presentation, Buffered Strategies

Read: WSJ Article

Watch: “Under the Hood of Structured Annuities”

 

* Investments & Wealth Institute® has accepted this presentation for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. This presentation has been accepted by CFP Board for 1 hour of CFP credit.

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Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager
Joseph (Joe) Halpern is Portfolio Manager of a defined outcome strategy at Catalyst Funds. Mr. Halpern has structured, priced, and traded billions of dollars in structured products, exotic derivatives, and listed vanilla options. Additionally, he has managed trading groups, supervised risk management, and participated in executive-level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Mr. Halpern founded Exceed Holdings, LLC, an investment holding company focused on developing next-generation structured investments. The Exceed entities are collectively referred to by the brand name Exceed Investments.

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