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| Schedule / Location | |
| This course is not currently scheduled. | |
| E-mail me when this course becomes available | |
| Instructed By: | |
| Jeffrey B. Clark, Jr. First Rate Investment Systems |
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| Credits: | |
| 7 CPE credits for CPAs |
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| Prerequisites: | |
| Attendance at our Introduction to the Investment Management Business seminar is recommended. No advanced preparation is required. | |
| Price: | |
| $795 for the first participant. $700 for each additional participant Price includes lunch. |
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| Delivery method: | |
| Group live | |
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