Fundamentals of Investment Advisory Solutions

  3.5 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®
  2.0 hours for Fi360 AIF®, AIFA®, and PPC®; and 4.0 hours for CFP® designations

The Money Management Institute’s Fundamentals of Investment Advisory Solutions curriculum provides a unique series of courses that educate through real-world insights and practical application of advisory topics. Courses in the curriculum include a review of the evolution and current trends in the industry as well as general principles of asset allocation, due diligence, performance reporting, fiduciary and suitability requirements, and how it all applies to an ongoing advisory process. Developed with MMI members’ unmatched insights into the industry, these core courses lay the foundation for an understanding of the various functions, processes, and regulations related to Investment Advisory Solutions.

Member Price: $499
Non Member Price: $625