Category:Professional Level 1

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With Professional Level 1 you can develop a simple or more comprehensive Investment Policy Statement (IPS). If used with a client with whom you do not have all the assets, the client will often want to see report showing all of their assets. Among other things, to do a proper Investment Policy Statement you need to gather the details of the assets that you do not manage. When you are done preparing an IPS you can easily illustrate the value of one advisor coordinating the client’s entire portfolio.

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Pages in category "Professional Level 1"

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