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New partnership brings adviser training to Oz

Financial technology company Capital Preferences has partnered with PortfolioConstruction Forum to run a training program designed for financial advisers in Australia and New Zealand.

In a statement, PortfolioConstruction Forum said it was named the official accreditation provider for the new program, titled Quantitative Advice Methods, which is aimed at advisers in private banking, superannuation and retail markets.

The program will focus on the application of "game theory and econometrics" to client profiling and portfolio construction.

The partnership will also give Capital Preferences' Australian and New Zealand customers the opportunity to enrol their staff in an accreditation program overseen by PortfolioConstruction.

Graham Rich, founder and director of PortfolioContruction, said: "Capital Preferences' academic faculty are innovative thought leaders who bring something entirely new to the understanding of a consumer's risk, time and social preferences and how to customise client portfolios with this data.

"I believe they will see great success in our sophisticated and client-focused community. Ours is a market that desperately needs innovation and new thinking like theirs."

Capital Preferences' chief executive and co-founder, Bernard Del Ray, said PortfolioConstruction Forum is the "ideal" accreditation partner.


"Graham has built a community where the most forward-looking and disciplined professionals gather to practise their craft," he said.

"We represent the next generation of enterprise consumer profiling and product recommendation tools and our focus on robustly tested methods originating from the top levels of academia and science is shared by PortfolioConstruction Forum members."

New partnership brings adviser training to Oz
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