Wealth Management Essentials (Powered by the SS&C Learning Institute)


Eligible for CE credits on an individual course basis from Investments & Wealth Institute® for CIMA®, CPWA®, CIMC®, Fi360 AIF®, AIFA®, PPC®, CFP® and RMA® designations

The Wealth Management Essentials curriculum offers a well-rounded introduction to the financial services and investment management industries. The 30 courses provide a foundational understanding of the financial markets, the investment products landscape, principles of investment management, the keys to client management, and elements of corporate finance.

Member Price: $425
Non Member Price: $525

Price: $525.00