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Creating the Investment Policy Statement

 Currently available
21 / S-90190
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

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:

Income tax planning and strategies
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 that includes a sample Investment Policy Statement you will refer to time and again in your practice.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Related Events

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.