Continuing Education → Professional Development

The Case for Private Credit in a Balanced Portfolio (CAASA029)


Description
FP Canada: 1.0 Financial Planning

In this course, the principals of Kilgour Williams Capital explain the history behind the private credit markets, especially that of their niche in the smaller-loans market facilitated by the typically U.S.-based lending platforms, and how their strategy can produce lower-volatility, income-producing returns for investors in Canada.


This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 8681 CE Credit Type: Professional Development

Content
  • The Case for Private Credit in a Balanced Portfolio.mp4
  • Quiz - The Case for Private Credit in a Balanced Portfolio
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever