Gulfstream 26.2Products and Practice
NASAA Approved for IAR CE Credit · 6 credits
Portfolio Implementation and Ongoing Practice for Investment Adviser Representatives: 26.2
Develop practical skills for implementing and maintaining a portfolio: transition planning, order controls, settlement, reconciliation, retirement transfers, tax lots, rebalancing, monitoring and operational disruptions.
Course details & learning objectives
Official NASAA catalog listing verified 2026-10-08. Confirm current eligibility and availability before enrollment.
- Course ID
- C82483
- Content area
- Products and Practice
- IAR CE credits
- 6
- Approval active through
- Confirm before enrollment
- Complexity
- Advanced
- Format
- Text-Only
- Delivery
- On Demand
- Estimated completion time
- To be announced
- Price
- To be announced
Selected learning objectives
- Sequence implementation while preserving ownership, authority, restrictions and cash needs.
- Evaluate order conditions, settlement readiness and account reconciliation exceptions.
- Apply source-scoped retirement, tax-lot, rebalancing and monitoring controls to hypothetical account records.
Self-study courses require successful completion of an assessment. Final enrollment terms and all required fees will be disclosed before enrollment.