Professional Certificate in Wealth Management (New York Institute of Finance)

Colleagues, the Professional Certificate in Wealth Management program from the New York Institute of Finance equips you with the components of client profiling, asset management techniques, estate and tax planning, and examines solutions at a high level. Earn: CPE: 55.5 CFP: 9 ICB: 26.5 ACAMS: 3 Credits. Learn Comprehensive overview from planning to management techniques, Understand the basics of global economics and the impact on wealth generation as well as the risks to maintaining wealth, Examine the basics of client credit analysis, loan structures and regulations governing lending in the US and how credit is used to leverage other wealth generating instruments., Explore the basics of portfolio management using traditional asset classes, Identify appropriate risk and return parameters and how to explain asset allocation, diversification, and portfolio performance to clients, Understand the purposes of derivatives and alternative investment products for clients and Explore the complex world of tax and estate planning structures in the US and abroad. Skill-based training modules include: 1) Wealth Management, 2) Estate Planning, 3) Trusts, 4) Financial Planning, 5) Hedge Funds, 6) Mutual Funds, 7) Commodity and Energy Markets, 8) Portfolio Management I & II, 9) Money and Banking, and 10) Antimony Laundering, 

Sign-up today (teams & execs welcome): https://tinyurl.com/wb4jr2mw 

Much career success, Lawrence E. Wilson - Financial Certification Academy