1
Q
What is included in the Preamble to the Code
A
PURPOSE
MISSION
Values
2
Q
What is the Mission of the Institute
A
The Institute’s mission is to deliver premier investment consulting and wealth management
credentials and world-class education.
This mission enhances quality service to the public through development and promotion of
high standards and best practices for the investment and wealth management disciplines
and advocating their use in the organizations and teams with whom Institute professionals
are affiliated.
Scott Murphy CPWA
flashcards
Decks in class (11)
# Cards
-
Ethics2
-
Behavorial Finance1
-
Tax Planning (Section II.A) (13%, 16 Questions)53
-
Portfolio Management (Section II.B) (11%, 14 Questions)39
-
Risk Management (II.C)(10%, 12-13 Questions)25
-
Charitable Giving and Endowment (III.A) (8%,10 questions)21
-
Estate Issues & Wealth Transfer (III.B) (15%,19 Questions)36
-
Planning for Executives - Section IV.A (10%) (12-13 questions)33
-
Planning for Closely Held Business Owners (Section IV.B) (10%, 12-13 Questions)29
-
Retirement Management (Section IV.C) (12-13 Questions)38
-
Key Points & Discussion Topics37
