The Enterprise Group of Funds of Atlanta and Ibbotson Associates of Chicago have created a training program for broker/dealers and other financial intermediaries. The program will offer continuing education credits for qualified individuals.
Enterprise is the first fund group to have an Ibbotson presentation customized for presentation and offer continuing education credits, Enterprise said.
The training program, launched earlier this month, includes one module on determining investor suitability and a second on enhancing asset allocation and diversification through better communication with clients.
The goal is to help advisors understand and temper investor enthusiasm for hot sectors and educate intermediaries on how to build a sound, diversified investment program, said Victor Ugolyn, chairman, president and CEO of Enterprise in a statement.