Professional Certificate in Wealth Management (NYIF)

Colleagues, the “Professional Certificate in Wealth Management” from the New York Institute of Finance will equip you in the components of client profiling, asset management techniques, estate and tax planning, and examine solutions at a high level. Training modules: 1) Wealth Management -  Investor Profiling, Portfolio Management and Duration, Introduction to Portfolio Risk, Asset Allocation and Taxation, 2) Estate Planning -  Estate Planning An Overview, Transfer of Property, Estate Planning Wills, Gift and Gift Tax, 3) Overview of Trusts -  Introduction to Trusts, Trusts and Taxation, Characteristics of Trusts, Types of Trusts, Duties of a Trustee, 4) Financial Planning -  Introduction to Financial Planning, Analyzing the Resources of the Person, Basic Concepts in Financial Planning, Financial Products for Savers & Investors, The Psychographics and Life Cycle of the Investor, Goals and Investment Objectives, Tax Planning, Model Portfolio, 5) Hedge Funds -  Introduction to the Hedge Fund Industry, How a Hedge Fund Works, Hedge Fund Strategies, Issues for Hedge Fund Investors, 6) Mutual Funds - Understanding Mutual Funds, Various Mutual Fund Products, Selecting the Right Mutual Fund, Operation of a Mutual Fund Company, Trends in the Mutual Fund Industry, 7) Commodity and Energy Markets -  Commodity Markets, Energy Markets, Commodity Derivatives, 8) Portfolio Management -  The Institutional Investor, The Individual Investor, Money Markets and Portfolio Management, Managing Portfolios with Bonds, Managing Portfolios with Equities, Portfolio Theory: Risk and Return, Portfolio Theory: Portfolio Monitoring, Bond Valuation, Portfolio Volatility and Duration, Advanced Equity Valuation Techniques, Advanced Portfolio Management Theory, Global Investing and Alternative Investments, Indexation, Style Investing, Evaluating Portfolio Performance, 8) Money and Banking -  The Nature of Money, Measuring Money, Creating Money, Creating the Federal Reserve System, Theory of Monetary Policy, Implementing Monetary Policy, International Banking, Central Bank Structure, Central Banks Around the World, and 10) Anti Money Laundering - What is Money Laundering, International Initiatives, Customer Identification Program, US Patriot Act, Wolfsberg Principles on Correspondent Banking, and Terrorist related money laundering. 

Enroll today at (teams & execs welcome): https://tinyurl.com/32yh285x 

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team)