- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Wealth Management Essentials - Client Management
Issued by
Money Management Institute
Earners of the Money Management Institute's WME Client Management certificate will have reached a working knowledge of the importance of establishing productive relationships and meeting client expectations from products and planning to information security and overall best practices.
- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Earning Criteria
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The Human Side of Investing
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Introduction to Financial Planning Products
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Understanding Financial Planning
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Introduction to Performance Measurement
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Managing Client Expectations
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Information Security Awareness
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Successfully pass an online test with a score of 70% or higher after each course to ensure comprehension.
Standards
Upon successful completion of the curriculum, students are eligible for Continuing Education (CE) credits towards the following designations: Investments & Wealth Institute CIMA® and CPWM® - 16.5 hours.