Investment Advisor Training Program 90-day (IATP) The IATP assesses your grasp of securities regulations, portfolio construction methodologies, and client suitability analysis—three pillars that separate competent advisors from novices. You’ll need to navigate SEC Rule 206(4)-7 compliance requirements, distinguish between active and passive allocation strategies, and justify recommendations under fiduciary scrutiny. Real client scenarios demand this depth.
| 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 |
