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Vanguard launches asset allocation learning module for financial advisors


As part of its ongoing efforts to support financial advisers, Vanguard has introduced a five-part online training course for advisers seeking to learn the basics of asset allocation.  The new module is available on Vanguard's learning website and covers the following topics:

• Introduction to asset allocation – demonstrates why asset allocation is likely to make a significant impact on a portfolio invested for the long term.
• Making the big decisions – explains the basics of asset allocation, discusses the different types of asset classes, different types of return and the key elements of risk.
• More about equities and bonds – provides a deep dive into two of the most important asset classes with Vanguard’s portfolio managers.
• Creating a portfolio – discusses the advantages of a diversified portfolio focused on long-term goals.
• Staying aligned to your goals – outlines the importance of regularly rebalancing an investment portfolio in line with its goals.
Financial advisers taking the module will have access to a variety of resources, including video tutorials, topical guides and multiple-choice tests to help them deepen their knowledge on asset allocation. On completing the module, they will earn credits towards CPD accreditation.
Neil Cowell, head of UK retail Sales for Vanguard, says: "Asset allocation may appear simple but according to a number of academic studies, 80 per cent of investment returns comes from making the big decisions between equities, bonds and cash. The aim of this course is to give financial advisers a firm grounding on the basic elements of asset allocation. This is particularly important when considering today's volatile financial markets. 
“While investors may be tempted to make shifts in their portfolios, often taking no action is an active decision, and often it is the right decision for reaching long-term financial goals. For a portfolio that's already broadly diversified and has the appropriate balance for the investor's financial goals, time horizon and risk comfort level, we believe sticking with it is a wise move."
To complement the learning module, Vanguard will run workshops for advisers wanting to deepen their knowledge further on topics such as home bias, bonds in a rising environment and what to consider when using active and passive funds. 

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