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CERTIFICATE COURSE ON INVESTMENT PORTFOLIO MANAGEMENT 6 January 31 March 2011 CERTIFICATE COURSE ON INVESTMENT PORTFOLIO MANAGEMENT DESIGNED FOR Investors, Private Bankers and those who are interested

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What is portfolio management certificate?

Portfolio management certificate is a certification that confirms a person or entity is qualified to manage investment portfolios on behalf of clients.

Who is required to file portfolio management certificate?

Individuals and entities that are managing investment portfolios on behalf of clients are required to file a portfolio management certificate.

How to fill out portfolio management certificate?

To fill out a portfolio management certificate, the individual or entity must provide relevant information about their qualifications, experience, and any regulatory compliance certifications.

What is the purpose of portfolio management certificate?

The purpose of the portfolio management certificate is to ensure that individuals and entities managing investment portfolios possess the necessary skills, knowledge, and qualifications to do so effectively and ethically.

What information must be reported on portfolio management certificate?

Information such as qualifications, experience, certifications, and regulatory compliance must be reported on the portfolio management certificate.

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