- Type Validation
- Level Foundational
- Time Months
- Cost Paid
Wealth Management Essentials - Curriculum Master
Issued by
Money Management Institute
Earners of the Money Management Institute's Wealth Management Essentials certificate have developed a well-rounded introduction to the financial services and investment management industries. This concentrated program provides a foundational understanding of the financial markets, the investment products landscape, principles of investment management, the keys to client management, and elements of corporate finance.
- Type Validation
- Level Foundational
- Time Months
- Cost Paid
Skills
Earning Criteria
-
Introduction to Securities Markets
-
Introduction to World Equity Markets
-
Introduction to World Bond Markets
-
Introduction to Private Equity
-
Investing in Equity
-
Investing in Bonds
-
Exchange Traded Funds
-
Fundamentals of Mutual Funds
-
Alternative Investments
-
Investing in Hedge Funds
-
Insurance Overview - US
-
Investment Principles
-
Asset Allocation
-
Portfolio Returns
-
Portfolio Risk
-
Portfolio Diversification
-
Understanding Uncertainty
-
Introduction to Portfolio Management
-
The Human Side of Investing
-
Introduction to Financial Planning Products
-
Understanding Financial Planning
-
Introduction to Performance Measurement
-
Managing Client Expectations
-
Information Security Awareness
-
Introduction to Investment Banking
-
Introduction to Corporate Finance
-
Time Value of Money
-
Introduction to Economic Profit
-
Fundamentals of Economic Indicators
-
Capital Asset Pricing Model
-
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® - 78 hours.