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: $425Non Member Price: $525
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