Dollar-Cost Averaging vs Lump Sum Investing

By Advisor's Edge

In this course, Benjamin Felix, MBA, CFA, CFP, CIM, portfolio manager at PWL Capital in Ottawa, compares dollar-cost averaging to lump sum investing through time for six stock markets. He also takes a closer look at the distribution of outcomes on average and under special circumstances commonly believed to be suboptimal for lump sum investing.

Dollar-Cost Averaging vs Lump Sum Investing

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

1.00

Compliance

--

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

Course Type:

Web Link

Passing Grade:

8/12 (67%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)