Curriculum Style Guide

General Guidance

  • Use comment boxes for queries.
  • In author location information, include state/territory (if applicable) and country. Use two-letter state abbreviation for US states. Use “USA” and “UK” for those countries.
  • Especially watch (these have been consistently incorrect):
    1. Use of while, since, effect/affect/impact, over, firm, which, however, where, etc.
    2. Close up currency symbols with numbers; use US$ if there is more than one currency.
    3. Dates in international style
    4. Add a noun to “this” if possible
    5. Make lists parallel if possible
    6. Use of en-dash and em-dash (try to avoid using em-dash to set off complete sentence)
    7. Serial comma

Exceptions:

  1. Do not close up the prefix “non” with words. Also keep the hyphen if there is a chance that the word could be misread by an ESL reader.
  2. Uppercase only the “L” in Libor. Initial cap each word if spelled out: London Interbank Offered Rate.
  • When referring to the Code and Standards, use the following formats:

Standard IV(A): Loyalty

Standard III(C)1: Suitability

If full reference to the standard is needed:

Standard VI(A): Conflicts of Interest, Disclosure of Conflicts

Acronyms and Spelling

  • Spell out first appearance of acronyms within each chapter. Some authors will alternate between use of acronym and spelling out. Acronym needs to be defined only once.
  • If an author is consistent with a hyphenation, acronym, or something similar, then keep it and make consistent through the chapter even it if doesn’t match our preferred styles.
  • If a chapter uses UK spelling, preserve it throughout.

Exhibits

  • Apply our style to exhibit titles, notes, and source lines.
    • The curriculum does not bold the first mention in the text of an exhibit, but the exhibit does need to have a reference in the text.
    • Title format is: Exhibit 1. Title of Table or Exhibit

Formatting

  • Don’t worry about formatting of tables, but do check text and apply style/grammar.
  • LOS formatting:
    • Do not change command word at beginning of phrase
    • Use a., b., etc.
    • Semicolon at end of each line; period at end of last item
    • Try to make them parallel if they are not

Practice Questions and Solutions

Check for consistency between the practice questions and the solutions, which are in “boxes.” Check spelling, whether the explanation fits with the selection of the right answer, and consistency with text.

  • If the question ends with question mark, then selections are initial cap and no period, unless the answer itself is a complete sentence.
  • If questions are open-ended, the stem ends with a colon, and then selections are lowercase and end with a period.

Examples:

  1. Which of the following is the best reason for an investor to be concerned with the composition of a portfolio?

A. Risk reduction

B. Downside risk protection

C. Avoidance of investment disasters has been found to be the most effective.

  1. With respect to the formation of portfolios, which of the following statements is most accurate? Portfolios affect risk:

A. less than returns.

B. more than returns.

C. and returns equally.

References

  • Clean up the formatting
  • Check elements in the reference that seem incorrect and try to find missing pieces (don’t spend too much time).
  • Confirm that references are mentioned in the text (sometimes the author refers to something in the text that was later deleted but the reference was not); if there’s no mention in the text, delete the reference from the list.
  • Check that references are at the end of each chapter when printed for the curriculum. If chapters are combined for a Wiley book, however, the references will be combined then.

Symbols

  • Use symbols (e.g., +, /, =) when showing how a number is obtained or when discussing an equation
  • Spell out symbols when text is conversational (exception: always use % with numeral)

Example:

ROE is calculated as net income divided by average shareholders’ equity. For example, CAPBS Inc. had 2008 ROE of 6.1%: €12,508/[(€200,000 + €212,508)/2].