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Investment Policy Statement Best Practices Checklist Training

Investment Policy Statement Best Practices Checklist Training

$199.00
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Course access is prepared after purchase and delivered via email
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Investment Policy Statement Best Practices Checklist Training



COURSE FORMAT & DELIVERY DETAILS

Course Overview

The Investment Policy Statement Best Practices Checklist Training is a comprehensive online course designed to equip participants with the knowledge and skills necessary to develop and implement effective investment policy statements.

Course Format

  • Self-Paced: Yes, this course is self-paced, allowing you to learn at your own convenience.
  • Online: Yes, the course is delivered entirely online.
  • Live Virtual: No, this course is not live virtual; however, you will have access to instructor support.
  • On-Demand: Yes, the course is available on-demand, allowing you to access the materials at any time.

Course Schedule

  • Fixed Dates or Times: No, there are no fixed dates or times for this course.
  • Completion Time: The typical completion time for this course is 12 hours.
  • Lifetime Access: Yes, you will have lifetime access to the course materials.

Course Features

  • Mobile-Friendly: Yes, the course is optimized for mobile devices.
  • Instructor Support: You will have access to instructor support via email and discussion forums.
  • Downloadable Resources: The course includes downloadable resources, templates, and toolkits to support your learning.
  • Certificate of Completion: Upon completing the course, you will receive a Certificate of Completion issued by The Art of Service.


EXTENSIVE & DETAILED COURSE CURRICULUM

Module 1: Introduction to Investment Policy Statements

  • 1.1: Definition and Purpose of Investment Policy Statements
  • 1.2: Benefits of Investment Policy Statements
  • 1.3: Key Components of Investment Policy Statements
  • 1.4: Best Practices for Developing Investment Policy Statements

Module 2: Investment Objectives and Risk Tolerance

  • 2.1: Understanding Investment Objectives
  • 2.2: Assessing Risk Tolerance
  • 2.3: Aligning Investment Objectives with Risk Tolerance
  • 2.4: Case Study: Investment Objectives and Risk Tolerance

Module 3: Asset Allocation and Diversification

  • 3.1: Principles of Asset Allocation
  • 3.2: Strategies for Diversification
  • 3.3: Asset Allocation and Diversification Best Practices
  • 3.4: Case Study: Asset Allocation and Diversification

Module 4: Investment Selection and Monitoring

  • 4.1: Criteria for Investment Selection
  • 4.2: Monitoring Investment Performance
  • 4.3: Rebalancing Investment Portfolios
  • 4.4: Case Study: Investment Selection and Monitoring

Module 5: Investment Policy Statement Implementation

  • 5.1: Steps for Implementing Investment Policy Statements
  • 5.2: Communicating Investment Policy Statements to Stakeholders
  • 5.3: Managing Investment Policy Statement Compliance
  • 5.4: Case Study: Investment Policy Statement Implementation

Module 6: Review and Revision of Investment Policy Statements

  • 6.1: Reviewing Investment Policy Statements
  • 6.2: Revising Investment Policy Statements
  • 6.3: Best Practices for Reviewing and Revising Investment Policy Statements
  • 6.4: Case Study: Review and Revision of Investment Policy Statements

Module 7: Investment Policy Statement Best Practices Checklist

  • 7.1: Introduction to the Investment Policy Statement Best Practices Checklist
  • 7.2: Using the Investment Policy Statement Best Practices Checklist
  • 7.3: Customizing the Investment Policy Statement Best Practices Checklist
  • 7.4: Case Study: Investment Policy Statement Best Practices Checklist

Module 8: Advanced Topics in Investment Policy Statements

  • 8.1: ESG Considerations in Investment Policy Statements
  • 8.2: Alternative Investments in Investment Policy Statements
  • 8.3: Tax-Efficient Investment Strategies in Investment Policy Statements
  • 8.4: Case Study: Advanced Topics in Investment Policy Statements

Module 9: Investment Policy Statement Case Studies

  • 9.1: Case Study 1: Investment Policy Statement for a Pension Fund
  • 9.2: Case Study 2: Investment Policy Statement for an Endowment
  • 9.3: Case Study 3: Investment Policy Statement for a Family Office
  • 9.4: Group Discussion: Investment Policy Statement Case Studies

Module 10: Final Project and Course Conclusion

  • 10.1: Final Project: Developing an Investment Policy Statement
  • 10.2: Course Conclusion and Next Steps
  • 10.3: Final Q&A and Feedback
Upon completing this comprehensive course, you will receive a Certificate of Completion issued by The Art of Service, demonstrating your expertise in developing and implementing effective investment policy statements.

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