Asset Allocation and advanced advice. This is the topic of the ad hoc executive training course for Carifermo, organized by ALTIS and held by Andrea Lippi, associate professor of Economics of Financial Intermediaries and Corporate Finance at Università Cattolica.
The third edition of the course, characterized by teaching with more theoretical moments alternating with concrete case studies and exercises, was dedicated to topics such as financial planning, its intertwining with asset planning, the construction of the family budget and the analysis and evaluation of portfolio risk.
An important opportunity, Carifermo underlined, to update one's skills and take a further step towards increasingly solid, conscious and value-oriented consultancy. For Carifermo, investing in one's training is the first real form of asset allocation.