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Rocco  DiBruno How to Write an Investment Policy Statement

Rocco DiBruno How to Write an Investment Policy Statement

An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection

Dan Ciampa Transitions at the Top

Dan Ciampa Transitions at the Top

Two award-winning professors, a former admissions officer at a major university (now a counselor at a prestigious high school), and a gifted high school senior (now in the throes of the college admissions process himself) team up to offer you over 600 tips, techniques, and strategies to help you get in to the college of your choice. Comprehensive, yet easy-to-read, this book will teach you: How to size up the colleges you're considering—and come up with a coherent list. What are college nights, college fairs, and college rep visits—and how you can use each to your advantage. What are "holistic", "contextualized", and "legacy" admissions—and how each can work for you. How some schools count "demonstrated interest"—and how you can take advantage of this little-known fact. What are Early Decision, Early Action, and Single-Choice Early Action—and whether any is right for you. How to figure out the true costs of college, and what is the difference between "need-" and "merit-based" aid. What it means when colleges say they meet "100% of demonstrated financial aid" and what "loan-free" means. When and how to make campus visits—and what to do on each. How to prepare for each section of the ACT or SAT—and how to increase your scores. What admissions officers are looking for in your application—and how to give it to them. How to write the all-important Common App essay—and present your extra-curricular activities. How to prepare for an alumni interview—and present yourself in the best light. Whom to ask for letters-of-recommendation—and how to help them write the best possible letter. How to compare your final offers—and, in some cases, substantially improve them. When it's good to wait out the "wait list"—and when not. -and much, much more. When you understand the college admissions process, you can maximize your chance of success. Why not put yourself ahead of the pack?

Jeffrey  Durso-Finley The Secrets of Picking a College (and Getting In!)

Jeffrey Durso-Finley The Secrets of Picking a College (and Getting In!)

Two award-winning professors, a former admissions officer at a major university (now a counselor at a prestigious high school), and a gifted high school senior (now in the throes of the college admissions process himself) team up to offer you over 600 tips, techniques, and strategies to help you get in to the college of your choice. Comprehensive, yet easy-to-read, this book will teach you: How to size up the colleges you're considering—and come up with a coherent list. What are college nights, college fairs, and college rep visits—and how you can use each to your advantage. What are «holistic», «contextualized», and «legacy» admissions—and how each can work for you. How some schools count «demonstrated interest»—and how you can take advantage of this little-known fact. What are Early Decision, Early Action, and Single-Choice Early Action—and whether any is right for you. How to figure out the true costs of college, and what is the difference between «need-» and «merit-based» aid. What it means when colleges say they meet «100% of demonstrated financial aid» and what «loan-free» means. When and how to make campus visits—and what to do on each. How to prepare for each section of the ACT or SAT—and how to increase your scores. What admissions officers are looking for in your application—and how to give it to them. How to write the all-important Common App essay—and present your extra-curricular activities. How to prepare for an alumni interview—and present yourself in the best light. Whom to ask for letters-of-recommendation—and how to help them write the best possible letter. How to compare your final offers—and, in some cases, substantially improve them. When it's good to wait out the «wait list»—and when not. -and much, much more. When you understand the college admissions process, you can maximize your chance of success. Why not put yourself ahead of the pack?