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Portfolio Management

 
 
1
Registration is Open
VSCPA Members
$79.00 Regular Registration
Non-members
$99.00 Regular Registration

Excellent portfolio management is crucial for the success of the client's investment plan. Many personal financial planners choose to take on this role in addition to planning and implementation of a client's IPS requires a well-documented and communicated plan.

In this module, 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. This two-part CPE course examines the implementation phase of the investment planning engagement, including investment manager selection, research organizations, and portfolio management basics

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.