Online

AICPA

N/A

中環

542

2.5

Are you educating your clients on the tax effects and opportunities available for their investment portfolio? Illustrating how the Investment Policy Statement (IPS) guides the planner and client through the investment process, this three-part course offers strategies applicable to investment planning. This module covers the components needed to create an investment policy statement, including income tax planning and strategies and allocation strategies, services most financial advisers do not take into consideration. 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 which includes a complete Investment Policy Statement sample you will refer to time and again in your practice.

Key Topics:

• Income Tax Planning and Strategies
• Asset Class Allocation Strategy
• Investment Policy Statement
   

Language : English                                                        

CPA Credit Hour : 2.5 hours                                                   

Member Fee: $ 542  | Non Member Fee: $ 699                                 

More info: https://bit.ly/2ImmgiN                                                                    

* All prices are subject to change without prior notice due to currency fluctuation