Capital Group – CE Credit Series

Here’s your opportunity to earn CE credit for reading topical investment content from Capital Group. For each series module below, click the selected links and read those articles before moving on to take the CE credit quiz for that module. Pass the quiz, and you’ll earn one hour of CE credit for CFP and CIMA designations. Good luck!

Focus on fixed income

Don’t wait for a dramatic Fed pivot or Morningstar move to reassess what’s in your bond portfolio and whether it’s truly serving your investment goals. Read on to discover how some Capital Group portfolio managers and thought leaders view recent developments rocking the bond world, as well as insights on fixed income allocations.

You'll learn:

- Why the Fed’s recent interest rate rollback is a chance to rebalance
- What Morningstar’s intermediate-term bond category split means for investors
- How a portfolio makeover could uncover surprise risks in your bond holdings

Focus on dividend investing

Dividends should be a key consideration throughout an investor’s lifetime, but their relative importance swells late in an economic cycle. Read on to discover how Capital Group’s portfolio managers and thought leaders view the role of dividend-paying companies today.

You'll learn:

- Why dividend sustainability matters more for a company late in an economic expansion
- Why fans of the FAANGs might consider an alternative — the “DANGs” — during volatile periods
- Why diversifying a portfolio requires more than a simple “stocks vs. bonds” calculation

Tax-savvy Investment Strategies

Whether you are in a sprint toward April 15 or looking to sharpen your tax strategy long term, this suite of articles will be well worth your time.

You'll learn:

- Why municipal bonds are looming larger then ever as tax-advantaged vehicle
- How 529 savings plans can be used for more than just college tuition
- Why a diversified tax strategy can be your best defense against future rule changes

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Information provided on this website is intended for use by financial advisors with persons who are eligible to purchase U.S.-registered mutual funds.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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