- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Wealth Management Essentials - Investment Products Landscape
Issued by
Money Management Institute
Earners of the Money Management Institute's WME Investment Products Landscape certificate will have explored and achieved an awareness of the vast universe of investment products in relationship to portfolio management. This includes a detailed review of equity, bond, ETF alternative, hedge fund, and insurance investment options.
- Type Validation
- Level Foundational
- Time Weeks
- Cost Paid
Earning Criteria
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Investing in Equity
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Investing in Bonds
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Exchange Traded Funds
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Fundamentals of Mutual Funds
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Alternative Investments
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Investing in Hedge Funds
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Insurance Overview - US
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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® - 9.5 hours.