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Training | Gladstone Wealth Partners

Training Session: IPS, Compliance, Analytics

In this 60-minute training, you will learn about:

  • Proposals & Investment Policy Statements
  • Model Portfolio Construction & Analysis
  • Enhancing Compliance With StratiFi
  • Analytics: Your Centralized Risk Dashboard

Choose Your Preferred Date and Submit the Form

Thursday, December 1st
@ 11 am EST

Thursday, December 8th
@ 11 am EST

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