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:
- Fulfills the 30 month proficiency requirement for advisors
- Places you one step closer to your CFP exam
(just add the CSC® and Financial Planning Supplement and you're ready) - 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
