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This course, the first of a three-part series on Investment Planning, introduces CPAs, enrolled agents and other accounting and tax professionals to investment planning and advisory services. It provides practitioners with the tools they need to add investment planning to their fee-generating services. This course covers the investment planning topic and the following areas: - Differences in the roles and rules regulating investment planners and investment advisors
- Legislation governing the investment planning profession
- Ways investment planners conduct business
- How investment advisors are compensated
- Qualifications of money managers
- Investment styles of asset managers
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Course Details
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Price: $38.95
Field of Study: Consulting Services
Prerequisites: None
Level: Basic
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Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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