Deena Katz, CFP®, Associate Professor, Texas Tech University

ips-deena-katz“With IPS AdvisorPro® our students learn the value and discipline of creating investment policies for their clients. Many of our graduates have continued to use in their practices.” http://www.pfp.ttu.edu/

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Professional Investment Policy Statements

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Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.
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