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:
This course features a handout that includes a sample Investment Policy Statement you will refer to time and again in your practice.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.