- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Wealth Management Essentials - Investment Management Principals
Issued by
Money Management Institute
Earners of the Money Management Institute's WME Investment Management Principals certificate will have examined and attained knowledge about the universe of investment management principles and its relationship to portfolio management and investment success. This includes an understanding of the importance of asset allocation,performance optimization, volatility, and diversification.
- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Earning Criteria
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Investment Principles
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Asset Allocation
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Portfolio Returns
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Portfolio Risk
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Portfolio Diversification
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Understanding Uncertainty
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Introduction to Portfolio Management
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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® - 20 hours.