Excellent portfolio management is crucial for the success of the client’s investment plan. In this two-part self-study course narrated by Tom Tillery, you will learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio and completing the investment research necessary to ensure compliance with the investment policy statement. Updated for the Tax Cuts and Jobs Act of 2017, this course examines the implementation phase of the investment planning engagement, including:
In addition, the following key concepts of portfolio management are covered in part two of this module:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.