Develop product and portfolio analysis before implementation, from objectives and constraints to equity structures, fixed income, costs, manager evidence, alternatives, complex products, diversification and liquidity.
USD 49.00 · Required reporting included; plus applicable tax. Choose 25.2 in the student portal.
Course details & learning objectives +
Official NASAA catalog listing verified 2026-10-15. Confirm current eligibility and availability before enrollment.
Course ID
C82507
Content area
Products and Practice
IAR CE credits
6
Approval active through
Confirm before enrollment
Complexity
Advanced
Format
Text-Only
Delivery
On Demand
Estimated completion time
Self-paced; completion time varies
Price
USD 49.00; required reporting included; plus applicable tax
Selected learning objectives
Identify binding funding and loss-capacity constraints from a goal schedule and capital inventory.
Calculate required growth and distinguish a modeled result from a forecast.
Select feasible allocations and distinguish gross, net and real outcomes using stated assumptions.
Self-study courses require successful completion of an assessment. Review the enrollment terms and final total before payment.
Required reporting fees included; applicable tax, if any, is additional and shown before payment. One-time payment. 90 days of online access from confirmed payment; this does not extend a CE deadline.
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All sales are final, with exceptions for refunds required by law, duplicate or erroneous charges, or a course we cannot provide as described. Student Terms · Course disclosures
Learning illustration: Test objectives, funding constraints and loss capacity before comparing products.Learning illustration: Distinguish legal claims from economic exposure, and gross from net and real outcomes.Learning illustration: Verify course details against your jurisdiction, firm guidance and current transcript.
NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
Individual requirements depend on registration, jurisdiction, prior completions and firm guidance. Verify your requirements and transcript.
