Creating an Investment Policy Statement:
Guidelines and Templates
are available directly from FPA Press, the publishing arm of the Financial Planning Association.
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This valuable book offers the investment or wealth manager the immediate opportunity to start better serving clients with Investment Policy Statements. An Investment Policy Statement clarifies goals, establishes policies and procedures and helps to keep a professional money management practice in compliance with both current law and industry best practices.
Written by the nationally-recognized authors and speakers on Investment Policy Statements, Norman Boone, MBA, CFP® and Linda Lubitz Boone, CFP®, Creating and Investment Policy Statement is a must have for any wealth manager. Norm and Linda offer numerous insights accrued over decades of working with clients and developing effective Investment Policy Statements, as well as a step by step guide for creating your own versions of this important document.
Designed for both wealth managers and individuals, the creation of an IPS is presented in the broader context of an examination of the modern investment management process. With common, difficult policy issues discussed and explored, your practice will gain practical understanding about how incorporating Investment Policy Statements works in the successful money management practice.
Order your copy today
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