Verification
Verification involves an independent third party reviewing a firm’s GIPS® procedures and confirming... Read More
Los 2(a): Describe how family and human dynamics relate to wealth and its management
Los 4(a): Recommend and justify portfolio allocations and investments for a private client
Los 5(a): Analyze the types of risks relevant to human capital
Los 5(b): Describe and recommend strategies to manage risks to human capital