The investment planning process includes creating an investment policy statement, examines the external envi- ronment, involves selecting
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The investment planning process includes creating an investment policy statement, examines the external envi- ronment, involves selecting a portfolio consistent with the investment policy statement, and includes the periodic monitoring, updating and evaluating of investment performance.
a. True
b. False
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Related Book For 
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice
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