Who should attend?
Financial professionals who are newer to working with Dimensional or want a refresher on our market philosophy and investment approach.
Topics
- Pursuing Higher Expected Returns: Research and Design—Examines the years of research behind our investment philosophy.
- Portfolio Management and Trading—Reviews our systematic daily process in managing equity and fixed income portfolios.
- Dimensional 360®: A Comprehensive Client Experience—Covers the suite of services available to advisors who work with us.
FAQs
Is there a fee to attend?
No fees are associated with the event.
Will you be offering continuing education credit at the event?
Yes, CE credits will be offered to CPA and CFP® professionals and to professionals of the Investments and Wealth Institute. Details will be provided after your registration is confirmed. In the meantime, you can also access our CE Credits On Demand.
Have a question about Dimensional Events?
Send our client support team a message or give us a call at (512) 306-4308 (financial advisors) or (512) 306-4411 (institutional investors) for more information.