AAII PRISM Academy SyllabusIntroduction: Welcome to the PRISM AcademyThe PRISM Wealth-Building Process Resource GuideP - Prioritizing Your Goals
Worksheets
R - Recognizing Your Risk Tolerance and Allocation
I - Identifying Your Investment Management Preferences
S - Selecting and Managing Your Investments
M - Monitoring Your Allocation, Progress and Life Stages
Worksheet
#PRISM
Jenna, Thank you. That is the one. Jim ------------------------------ JAMES PETILLO ------------------------------
Hi James, the worksheet covered in the webinar is this one: https://www.aaii.com/files/learnandplan/pdf/14825-step-5-monitoring-your-allocation-progress-and-life-stages.pdf ...
Jenna, I have that worksheet. The one I can't find is the worksheet that is heading Monitoring Your Allocation. It has columns ...
Hi James, The Monitoring Your Allocation, Progress and Life Stages Worksheet and Spreadsheet is under the "M" section. There ...
Jenna, I can not find the worksheet M Monitoring Your Allocation. Can you help me? ------------------------------ JAMES PETILLO ...
Use this worksheet to compare your current portfolio allocation against the target allocation you listed ...
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