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Investment Planning & Policy Development
On November 12, 1994, I had the privilege of leading a class at the Aresty Institute of Executive Education at the Wharton School University of Pennsylvania. Investment Planning & Policy Development was part of the Dean Witter Senior Consultants Program, which allowed their advisors to earn a designation that was the equivalent of IMCA's Certified Investment Management Analyst (CIMA). Around the same time, I wrote an article called, This is Your Captain Speaking, in which I use airline pilots as a metaphor to illustrate the importance of having and sticking to an investment policy.