Nov 20, 2025Do your fee disclosures feel clear to you but opaque to investors? In this lesson, you’ll learn to convert scattered, risk-prone language into precise, comparable, and compliant copy using a fee and expense disclosure template. Expect crisp explanations of each template component, real-world phrasing examples and dialogues, and targeted exercises to validate gross vs. net labeling, timing, and waiver mechanics. You’ll leave able to draft reader-first fee sections that withstand diligence and build trust.

Nov 20, 2025Ever worry that a clean backtest reads like a promise? This lesson shows you how to frame hypothetical and simulated performance with precise, regulator‑ready language that informs without misleading. You’ll learn the core disclosure blocks, reader‑centric phrasing, modular sentence patterns, and placement rules that meet SEC and NFA/CFTC expectations. Expect crisp explanations, finance‑native examples, and short exercises that harden your wording for real‑world review.

Nov 20, 2025Do your investor materials drift into the future without the right guardrails? In this lesson, you’ll learn to craft a precise forward-looking statements disclaimer that sets expectations, aligns with SEC-safe‑harbor norms, and protects against misleading certainty. You’ll get a clear framework, modular templates (short and long form), real-world examples, and targeted exercises to test and refine your drafting. Finish with a compliant, plain‑English block you can drop into letters, decks, and factsheets with confidence.