• 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.

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

CE Credit: 1

This on-demand 1.0 Credit CE Credit Presentation educates viewers on the $2 trillion buffered strategies and defined outcome strategies market.

Presented by Joe Halpern, Portfolio Manager of the Catalyst Buffered Shield Fund. Learn more.

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?

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