The course details the investment policy statement (IPS) as prescribed by the level 3 CFA curriculum. The programme relates personal wealth management to the portfolio management process and provides a comprehensive framework to be used when providing investment advice. The compilation of the IPS is then reinforced by using extracts from the FAIS Act to support each step of the process and culminates by analyzing two FAIS determinations to support the use of the IPS or investment contract between adviser and client.

Cost
: R 114.00 incl. VAT
Expiry Date
: 08/10/2014
CPD Units
: 1.00 Point
Rating
: 3.4/4


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