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PRESS RELEASE
CONTACT: Ted Iglehart (512) 496-1497
Ted Iglehart is the president of Kipande, Inc., a registered investment advisory firm. Additionally, he is licensed by FINRA with a Series 65 License. Developed in response to the need for advanced training within investment firms, the ACCREDITED ASSET MANAGEMENT SPECIALISTsm Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. The program provides immediately applicable information for busy investment professionals. Study topics include understanding the asset management process, recognizing the best investment solutions for clients, considering investments in terms of risk and return, understanding asset allocation and strategies, and considering the special planning needs of high-net worth clients and small-business owners. Several books focus on how investment needs relate to the broader areas of insurance, taxation, estate planning, and retirement issues. Regulation and ethics for the investment professional also are addressed.
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©2009
Kipande, Inc. |