This self-paced foundations course puts you in the shoes of an investment management professional working with individual or institutional clients. Though you may or may not ultimately fill that position, you can have easier conversations with industry peers, prospects, and clients by elevating your investment knowledge beyond the basics.
This course provides fundamental knowledge and skills required in the investment workplace. It is designed for individuals wanting to elevate their investment knowledge beyond the basic level of understanding to have easier, more productive conversations with industry peers, prospects, and clients.
Included Content:
This foundations course is segmented into seven learning modules:
Module 1: Introduction to Investment Management Essentials
Module 2: Client Discovery
Module 3: Investment Policy Statements
Module 4: Portfolio Construction
Module 5: Manager Search & Selection
Module 6: Portfolio Review
Module 7: Summary
Continuing Education (CE) Credit:
Investments & Wealth Institute
-15.5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. Credit can take up to 24 hours to be reflected.
CFP Board
-15.5 hours of CE credit for CFP® certification
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit will be reported to CFP Board on your behalf within 2 weeks of completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
Expiration:
Learners have access to the content for one year upon purchase.