CPE Course Problematic Self-Directed Retirement Activities Series - Session 2: Management and Investment Risk Diversification Indices

October 23, 2017

12:00PM — 12:50PM

Location Webinar

Member Price $39.00
Non-member Price $59.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

CPAs, Attorneys, , Enrolled Agents, Other Tax Professionals

1.00 credits

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Objective

*Recognize when disqualified person complement and plan asset complement ordinal distinctions are correctly framed  

*Recognize when cardinality’s (Greatest: Least) Transitive Rank Product Sum is correctly framed  

*Recognize when cardinal (max, min) feasibility set outer limits are correctly quantified  

*Recognize when cardinal (max, min) feasibility set outer limits have been correctly scaled and resulting indices have been correctly computed  

*Recognize management and investment risk diversification coalitions have been correctly built  

*Recognize when management and investment risk diversification cardinal indices are correctly construed as having information content

Highlights

*Disqualified Person Complement and Plan Asset Complement Ordinal Distinctions  

*Cardinality’s (Greatest: Least) Transitive Rank Product Sum  

*Defining Cardinality’s (Max, Min) Feasibility Set Outer Limits  

*Defining Cardinality’s (Max, Min) Scaling Function and Index Formulation  

*Distinctions in Building Management and Investment Risk Diversification Coalitions  

*Large Set Indices  

*Index Information Content

Instructors

Prerequisites

Complete the following webcasts—

1) Retirement Plan Management and Investment Risk Diversification Standards.

Developer

ACPEN

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