PROGRAM OVERVIEW

This professional certification is designed for relationship managers who are familiar with and have a strong knowledgebase and have experience working in the structure of Wealth Management. The course is intended to build upon necessary and recommended competencies in applying investment principles and sales practices to daily functions. This certification will provide financial institutions with the assurance that their wealth management professionals are fully qualified by providing key components in the fundamentals of financial markets, wealth management products and operational requirements.

PROGRAM BENEFITS:

Participants who successfully complete the program, will:

• Know their clients – Understand the discernment process of the clients’ investment objectives and alternatives in order to become their trusted financial advisor
• Apply knowledge – Demonstrate the ability to create comprehensive investment plans for clients
• Follow best practices and rules – Understand the regulatory framework that surrounds the business and the role played by each wealth management professional, ensuring full compliance

THE PROGRAM INCLUDES:

• Qualified Instructors – learn from world-class instructors with Wealth Management experience.
• Ongoing Support – connect and interact with your instructor and other professionals.
• Modules and Multimedia – improve understanding with easy-to-follow case studies, videos and activities.
• Practice Tests – assess comprehension to successfully prepare for the final exam.
• Final Exam – conveniently administered through the actual course on the FIU Online platform
• Professional Accreditation – offered in association with Florida International University (FIU), a nationally accredited university, ranked number 6 in International Business across the country.
• Access to a Global Network – connect with professionals from various sectors

WHO SHOULD ENROLL:

Relationship managers of intermediate and/or higher level with a solid knowledge of the business of heritage management and a minimum of 3 years of experience in a customer-oriented position (representative)