This eight-course series provides 3.4 hours of content covering the evolution of the advisory business, current trends, and general principles of asset allocation, due diligence, performance reporting, and fiduciary requirements.
Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, RMA®, Fi360 AIF®, AIFA®, PPC® and CFP®
Member Price: $499
The MMI Wealth Management Essentials curriculum provides a well-rounded introduction to the financial services and investment management industry and is an ideal primer for those new to or interested in pursuing a career in wealth management.
Eligible for CE credits towards: CIMA®, CPWA®, CIMC®, Fi360 AIF®, AIFA®, PPC®, CFP® and RMA® designations