Wealth Management Essentials

• Introduction to Securities Markets
• Introduction Private Equity
• Introduction to Asset Management
• US Equity Markets
• Introduction to Bonds
• Introduction to Foreign Exchange
• Introduction to Investment Banking
• Introduction to Money Markets
• Introduction to Private Wealth Management

• Investing in Equity
• Investing in Bonds
• Exchange-Traded Funds
• Mutual Funds
• Alternative Investments
• Introduction to Derivatives

• Investment Principles
• Cash Management
• Asset Allocation
• Credit Risk Management
• Portfolio Risk
• Portfolio Diversification
• Value at Risk
• Introduction to Portfolio Management

• The Human Side of Investing
• Introduction to Financial Planning Products
• Introduction to Performance Measurement
• Credit Analysis for High-Net Worth Individual
• Managing Client Expectations
• Building Trust Expertise - Investment Management

• Introduction to Corporate Finance
• Time Value of Money
• Introduction to Capital Budgeting
• Cost of Capital
• Introduction to Credit Risk
• Capital Asset Pricing Model

No.

Once we receive confirmation of payment, you will receive a welcome email from support_sscli@sscinc.com with your login information to the SS&C Learning Institute platform where you will access the courses. Please allow 1 business day to process. 

The program consists of online, self-study, and self-paced courses. There are 35 courses in the program. You must pass the Final Test for each course with a 70% or higher and complete all courses in the program. You can complete the program within one year of enrolling.

Once you log into the SS&C Learning Institute Platform, you will be directed to the “Learning Paths”.  There will be 5 learning paths that will contain the courses. When you complete a learning path (complete all courses in the learning path) you will receive a completion email for that learning path. Once you complete all 5 learning paths, you will receive a Program completion email with a certificate.

No. You are free to take the courses in any order you wish, however we recommend taking them in the order that is laid out in the Learning Paths.

YES! These courses are approved for CE credits for many designations (ie. CIMA^®, CPWA^®, RMA^®, CFP^®, CPA^®, etc). Once you purchase and log into our site you will be able to access our CE credit listing and CE application form. You will fill out the application once you complete the courses and send back to us. We will verify your completion and depending on the designation, we will submit directly to the accrediting body, or we will send you a CE completion certificate for the course so that you can self-report.

You have one year to complete the courses in the program once you purchase. If you do not finish in that time, you will need to re-purchase another annual license to complete the program.

The only information that we send to MMI are the names and email addresses of the individuals who are purchasing the program.

Please email sscli_support@sscinc.com.