Online Professional Certificate in Wealth Management
Learn the components of client profiling, asset management techniques, estate and tax planning, and examine solutions at a high level.
CPE: 55.5 ICB: 26.5 ACAMS: 3 Credits
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Duration : 4 hours
- Investor Profiling
- Portfolio Management and Duration
- Introduction to Portfolio Risk
- Asset Allocation and Taxation
Duration : 5 hours
- Estate Planning An Overview
- Transfer of Property
- Estate Planning Wills
- Gift and Gift Tax
Duration : 5 hours
- Introduction to Trusts
- Trusts and Taxation
- Characteristics of Trusts
- Types of Trusts
- Duties of a Trustee
Duration : 9 hours
- Introduction to Financial Planning
- Analyzing the Resources of the Person
- Basic Concepts in Financial Planning
- Financial Products for Savers
- Financial Products for Investors
- The Psychographics and Life Cycle of the Investor
- Goals and Investment Objectives
- Tax Planning
- Model Portfolio
Duration : 8 hours
- Introduction to the Hedge Fund Industry
- How a Hedge Fund Works
- Hedge Fund Strategies
- Issues for Hedge Fund Investors
Duration : 10 hours
- Understanding Mutual Funds
- Various Mutual Fund Products
- Selecting the Right Mutual Fund
- Operation of a Mutual Fund Company
- Trends in the Mutual Fund Industry
Duration : 3 hours
- Commodity Markets
- Energy Markets
- Commodity Derivatives
Duration : 7 hours
- The Institutional Investor
- The Individual Investor
- Money Markets and Portfolio Management
- Managing Portfolios with Bonds
- Managing Portfolios with Equities
- Portfolio Theory: Risk and Return
- Portfolio Theory: Portfolio Monitoring
Duration : 8 hours
- Bond Valuation
- Portfolio Volatility and Duration
- Advanced Equity Valuation Techniques
- Advanced Portfolio Management Theory
- Global Investing and Alternative Investments
- Indexation
- Style Investing
- Evaluating Portfolio Performance
Duration : 9 hours
- The Nature of Money
- Measuring Money
- Creating Money
- Creating the Federal Reserve System
- Theory of Monetary Policy
- Implementing Monetary Policy
- International Banking
- Central Bank Structure
- Central Banks Around the World
Duration : 7 hours
- What is Money Laundering
- International Initiatives
- Customer Identification Program
- USA PATRIOT ACT
- Wolfsberg Principles on Correspondent Banking
- Terrorist related money laundering