Investment Advisor Training Program 90-day (IATP) The IATP grounds you in real portfolio construction building diversified allocations, executing rebalancing strategies, and navigating tax-loss harvesting decisions under actual market conditions. You’ll analyze client risk profiles, recommend asset classes with precision, and defend allocation choices against pushback. The exam rewards advisors who can translate theory into actionable client plans, not just recite definitions.
| Exam Name | Investment Advisor Training Program 90-day |
| Exam Code | IATP |
| Format | PDF & Practice Test Engine |
| Target Year | 2026 Updated |
| Features | 100% Verified Q&As |
