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FA-IQ Education

Investment Policy Statements at the Center of the Fiduciary Process

By Rita Raagas De Ramos November 16, 2017

Financial Advisor IQ Education’s webcast – Investment Policy Statements at the Center of the Fiduciary Process – is a comprehensive presentation on the importance, evolution and structure of the investment policy statement (IPS); using an IPS to drive investment workflows; and managing the IPS process.

Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.

This continuing education webcast has been certified by the CFP and CIMA for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

To view the archive, click here:
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Price:
No cost for Financial Advisor IQ readers.

Panelists:
John Faustino, chief product and strategy officer, Fi360
Rich Lynch, Director, Fi360
Duane Thompson, senior policy analyst, Fi360

Moderator:
Rita Raagas De Ramos

Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to education@financialadvisoriq.com.