Portfolio Construction

Portfolio Construction


New 3 Day Program

SAFAA's Portfolio Construction Program will hone your skills and enable you to build portfolios for clients that will perform well across multiple business cycles.

The program combines portfolio management theory and explores the practical application of these techniques.

The program has been developed by SAFAA in conjunction with Western Sydney University, Morningstar and Leveraged.

About The Program

The Portfolio Construction Program runs over 3 days (one class per week over 3 weeks). 
The course is designed around 3 full days of tuition. Candidates may however elect fewer days if unable to allocate 3 full days.


 2017 Dates:     Tuesday, 8th August - Tuesday 22nd August                          Cost:     Three days  $1,900
 Time:
  9.00am - 4.00pm        Two days           $1,300
            One day  $650 
Venue:   Delivered by video conference from Sydney to Melbourne and Perth.       All prices are inclusive of GST
  

Click here to register 

CPD:
Twenty (20) hours of Continuing Professional Development (CPD) will be allocated to candidates upon successful completion. 

Facilitators
Robert Wixted started his professional career as a legislative aide to William Ratchford 5th in Connecticut in the US House of Representatives in Washington DC. He began his financial career with Morgan Stanley Dean Witter later working with Barclays Bank and Tullet and Tokyo. This has allowed him to work as a floor trader on the CBOT, Pacific and Sydney Futures exchanges as well as a treasury dealer in London, Wellington, Sydney and Tokyo.  Currently, Robert consults to several hedge funds and various financial institutions. He also lectures at UWS, University of Sydney, UTS and UNSW in post graduate finance subjects. Robert has a BA/MA in Economics from The American University Washington DC as well as a MComm. Finance from UNSW. Robert's 25 years of practical experience has provided him with a unique insight into the financial arena with emphasis on financial instruments and trading. 


Bonus Morningstar Offer
Morningstar is keen to support the Stockbrokers And Financial Advisers Association and Western Sydney University Portfolio Construction Program by offering registered participants up to 3 months' complimentary access to Morningstar Direct - Morningstar's flagship institutional research platform.  

Morningstar Direct delivers the information and insight users needs to select, create and market investments - all in one platform. The platform makes it easy to transform user's research into professional, customised communications. You can find more information on Morningstar Direct by clicking here