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Wealth Management Essentials (WME)®

Whether you wish to embark on a financial planning or investment management career, The Wealth Management Essentials course provides the foundational knowledge you need to succeed.

The word 'essential' describes this course for 3 key reasons:

  1. Fulfills the 30 month proficiency requirement for advisors
  2. Places you one step closer to your CFP exam
    (just add the CSC® and Financial Planning Supplement and you're ready)
  3. It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management

YOU WILL DEVELOP

Compliance with Regulatory Requirements and an understanding of Trends. Skills to gauge investor suitability. Tactics to better manage risk.
A systematic approach to investment management. Gain an understanding of tax planning and tax minimization strategies. Ways to monitor and evaluate client investment portfolios.
A general understanding of Family law, separation, and child custody.

LEADS TO careers SUCH AS:

  • Investment Advisor
  • Financial Planner
  • Portfolio Manager
  • Account Manager

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