Course Topics:
IAS201 - Industry Components and Trends Part 1
IAS202 - Industry Components and Trends Part 2
IAS203 - Investment Products and Solutions
IAS204 - The Critical Value of Due Diligence and Oversight
IAS205 - Asset Allocation and Portfolio Construction
IAS206 - The Consultative Process and Relationship to Wealth Management
IAS207 - Benchmarking and Performance Reporting
IAS208 - Ethics, Fiduciary Duty and Cyber-security in Investment Advisory Solutions