Prudent Practices for Investment Advisors outlines the best practices for fiduciaries who provide comprehensive investment advice. How
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“Prudent Practices for Investment Advisors” outlines the best practices for fiduciaries who provide comprehensive investment advice. How is this material applicable to the activities of the CPA / PFS?
https://www.fi360.com/main/pdf/handbook_advisor.pdf
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Related Book For 
Essentials Of Personal Financial Planning
ISBN: 9781945498237
1st Edition
Authors: Susan M. Tillery, Thomas N. Tillery
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