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Center for Fiduciary Studies
The World of Money Management
The World of Money Management offers insight and perspective on important aspects of professional asset management, investment consulting and specifically, separately managed accounts.
Price: $50.00

Detailed Description

Extraordinarily skilled money managers and experienced industry specialists developed original material for The World of Money Management. Inside you will find:

  • The consulting process: a step-by step blueprint
  • Investment styles and strategies
  • Style drift: when to be concerned
  • The value of advice and defending your fees
  • Technology tools that benefit your practice
  • A sample budget for building a consulting or wealth management practice
  • SMAs, MSAs, and the new UMA
  • Risk management and how to explain it to clients
  • Behavioral finance and understanding investor attitudes
The World of Money Management offers a volume of practical text as a supplement to your current training and continuing educational efforts.

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