Asset Allocation Myths & Facts

This presentation challenges common misconceptions about asset allocation and demonstrates why disciplined portfolio construction is one of the most important drivers of long-term investment success. Through historical market data, valuation metrics, and portfolio comparisons, the session examines the relationship between risk, return, diversification, and market cycles while dispelling common investment myths that can lead to poor decision-making. Advisors will learn how asset allocation influences portfolio performance over time, the role of valuation measures such as the CAPE ratio, and the importance of maintaining a long-term, evidence-based investment strategy. The presentation reinforces how disciplined diversification, regular portfolio reviews, and client education can improve investment outcomes while helping clients remain focused during changing market conditions.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 48m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planningl credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Seg Fund credit * ICM - 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Ben Poliquin

Ben’s career in wealth management began in 1996 and he has had the privilege of working for three financial institutions delivering investment solutions since the beginning. In 2000, Ben became a registered portfolio manager working exclusively for private clients with a focus on generating growth of both capital and income. In addition to his extensive experience in wealth management, Ben has taught courses in derivatives, international finance and fixed income investments at the Ottawa University’s Telfer School of Management. In his spare time Ben enjoys coaching his children’s amateur team sports in addition to playing tennis, golf and downhill skiing. In addition, Ben enjoys giving back to his local community by way of donating his time to speaking engagements and lending his expertise and experience to community groups.