AAII PRISM Academy

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AAII PRISM Academy Syllabus
Introduction: Welcome to the PRISM Academy
The PRISM Wealth-Building Process Resource Guide

P - Prioritizing Your Goals

Worksheets
R - Recognizing Your Risk Tolerance and Allocation

Worksheets

I - Identifying Your Investment Management Preferences
Worksheet

S - Selecting and Managing Your Investments
Worksheets
M - Monitoring Your Allocation, Progress and Life Stages
Worksheet



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