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Fiduciary Resource Center


Resources Webinars are presented quarterly to address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.

Live attendance is recorded for one hour of CE for the AIF and AIFA designations. CE credit may also apply for the CFP Certification, when indicated. Each individual wishing to receive CE credit for any credential must register and login personally. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email


Managing Client Expectations using an Investment Policy Statement

Presenter: Linda Lubitz Boone, founder of IPS AdvisorPro

Date recorded: Tuesday, October 7

Description: Creating and maintaining the investment policy statement is arguably the most important function an advisor performs. The IPS can be the bridge between the plan and the process. It can provide a formal agenda for your client meetings. It can help reengage your clients in their investments and the process that you follow in managing their money. This record of the agreements between you and your client about how their money is going to be managed is a critical part of the investment planning process. Likewise, many professionals in the financial advisory services industry are working to enhance their menu of services. Some firms are interested in adding wealth management, while others may be turning independent. Regardless, their common goal is to build their business. In either case, an IPS is a fundamental instrument in building sound advisor and client relationships, and thereby building your business.

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