In this course, participants will look at how to shape an investor’s profile and build an adequate portfolio by combining strategic and tactical asset allocations. 

Participants will then create a multi-year investment plan that accounts for an investor’s goals and constraints in a dynamic economic landscape that necessitates the need for a thematic approach to investing.

If you are paying through direct bank transfer, please send a copy of the receipt to crea8yours@crea8capital.com. Please be advised that we are unable to process your application until your receipt has been received.