📣 Ask Us Anything: PFPL570 – Portfolio Management for Financial Planners

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RachelSeton_CFFP
RachelSeton_CFFP CFFP Faculty & Instructors Posts: 178

Welcome to PFPL570! Whether you're just diving into the world of portfolio construction or you're coming in with real-world experience, this course is designed to deepen your understanding of investment theory, asset allocation, risk management, and client-focused portfolio strategies. 💼📊

We know starting a new course—especially one this technical—can come with questions. That’s why we’re opening up this thread as a space just for you.

💬 Ask us anything!

  • Confused about Modern Portfolio Theory or CAPM?
  • Wondering how deeply we’ll go into Monte Carlo simulations or behavioral finance?
  • Need tips on juggling this course with work and family?
  • Curious about how to approach the case studies or project assignments?

Whether it’s about course content, study strategies, or expectations—drop your questions below and let’s support each other!

🎯 Pro Tip: Don’t wait until the midterm to speak up. Engage early and often—it makes all the difference in mastering this material.

Looking forward to your questions!

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