Description
A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement, updating the Investment Policy Statement (IPS), and Portfolio rebalancing.
Objectives
- Select the most appropriate recommendation in an investment updating and monitoring engagement, based on a specific set of facts and circumstances.
- Identify the nominal rate of return for a bond.
- Calculate the required taxable equivalent yield.
- Identify the detailed assessment of a client's assets, liabilities and net worth.
- Recall the benefits of a tactical allocation strategy.
- Identify types of macroeconomic indicators.
Highlights
- Measuring performance and goal achievement
- Updating the Investment Policy Statement (IPS)
- Portfolio rebalancing