Professional Standards Guide for
Investment Management Consultants

Working with Smith Barney's legal compliance team, APIC has created a guide that you can use internally and as a valuable marketing tool to demonstrate how you operate your practice.

How to Use the Professional Standards Guide in Your Practice:

How to Obtain the Guide:

A copy of the Guide on the Member-Only section of the website-free to download as a member benefit.

  • Standard mail shipping costs are included in the price above; please contact the APIC office for expedited shipping fees.

  • Order Form

    Please complete and fax to (202) 822-8686 or mail to:

    APIC, 1726 M Street, NW, Suite 403, Washington, DC 20036

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