RepoToronto

pittgal wrote:I do not interact with clients directly but work closely with Financial Advisors, I discuss the cases with them, then put together the asset allocation, Invstment Policy Statements, retirement income and spending plans, Estate plans, as need be, work with advisors to fine tune it, before it is presented to the clients. And then do the final adjustments to suit client needs before it implemented.
I think that itself should qualify becuase it sounded quite related to L3 cirriculum. You can elaborate how you put your IPS together, including analysing the investment horizon or analysize risk tolerence by assessing client’s ability to take risk and its willing to take risk, etc etc