Professional Certificate in Wealth Management

Core Courses
(you must complete all 7 of the courses below)
Introduction to the Wealth Environment Basic
Grow Wealth: Liquidity Intermediate
Grow Wealth: Asset Management Intermediate
Grow/Protect Wealth: Alternative Investments Advanced
Grow/Protect Wealth: Derivatives Advanced
Protect Wealth: International Estate Planning   Advanced
Consultative Selling Skills to Investment Clients   Basic

Day Courses typically run 1 or 2 days, and are held during normal business hours
If you are interested in pursuing a Professional Certificate and you have any questions we suggest you contact our client services department at (212)641-6616.