INDUSTRY-LEADING INSIGHTS & EDUCATION FOR CAREER ADVANCEMENT

Wealth Management Essentials

The Wealth Management Essentials program provides a well-rounded introduction to the financial services and investment management industry and is an…

Private Equity Microcredential

Private equity is the largest strategy in the alternative investments industry. Today, the private equity industry captures some of the key…

Real Estate Microcredential

Real estate can play multiple roles in a portfolio, like generating income, growth, inflation protection, and capital preservation. However, real…

Retirement Management Advisor® (RMA®)

The RMA® designation goes beyond the simple accumulation focus of other retirement planning certifications. The program’s multidisciplinary approach:…

Certified Private Wealth Advisor® (CPWA®)

The curriculum delivers specialized, advanced knowledge that combines:A holistic, multidisciplinary approach to the interconnected challenges and…

Certified Investment Management Analyst® (CIMA®)

The CIMA® designation provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. The program:Integrates…

Global Financial Planning Essentials

Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are…

Investment Management Essentials

Created by expert practitioners, this 15-hour self-paced course puts you in the shoes of an investment management professional working with…

Private Wealth Essentials

Private Wealth Essentials is an introduction to working with private wealth clients. This 15-hour course focuses on the specific needs of high-net-…