An Investment Policy Statement is a core component of a comprehensive financial plan. Until recently, the ACP system did not include an Investment Policy Statement. In October 2014, the ACP Board approved a template for an ACP Investment Policy Statement that is consistent with the core ACP system, including the pyramid, the financial life cycle, and the endogenous risk profile. Fran Goldman and John Einberger from the System Committee will introduce the approved IPS template for ACP members and discuss how to adapt and use in their own practices. Learning Objectives: (1) Understand how an Investment Policy Statement establishes a clear, written understanding between the Client and the Advisor regarding the investment objectives of the Client’s portfolio. (2) Learn how the ACP template for an Investment Policy Statement incorporates key components of the ACP System. (3) Learn how to incorporate an Investment Policy Statement into your practice and how to adapt the template to meet the unique requirements of your firm 1 NASBA CPE - Specialized Knowledge 1 NAPFA CE - Investments 1 CFP CE - Investment Planning *Please note that if you have already received credit for this webinar, you are not eligible to receive duplicate credit
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