This program teaches advanced methods for institutional investment consulting with endowment and foundation clients. The program director for this course is Scott Thayer, CIMA®, an investment management consulting professional with 35 years of experience working with endowment and foundation clients. Program participants learn the unique dynamics of advising non-profit clients, the key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship. As a result of this program, certificate holders will be more likely to acquire and retain institutional clients, and provide better investment-consulting outcomes.

Broken into seven modules, content includes readings, lectures, case study, sample documents, and supplemental videos. Learners must successfully pass the final quiz for each module in order to earn a certificate of completion and continuing education credit (13 CE hours for CIMA®, CPWA®, and RMA® certifications; 12 CE hours for CFP® certification). Credit will be awarded at one time, upon final completion of the program.