This CPE course can be purchased individually or as part of the Investment Planning Certificate Program
Are you educating your clients on the tax effects and opportunities available for their investment portfolio? Narrated by Tom Tillery, this three-part course Illustrates how the Investment Policy Statement (IPS) guides the planner and client through the investment process.
The course covers the components needed to create an investment policy statement (IPS), including:
The last section pulls it all together, describing how to develop the IPS, identifying the components of the IPS, and a discussion on how the IPS provides guidance for the personal financial planner and client throughout the engagement.
This course features a handout that includes a sample Investment Policy Statement you will refer to time and again in your practice.
Enhanced On-Demand Format
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.