Wealth Management Program

The New York Institute of Finance's Wealth Management Program captures the best practices and insights from corporate thought leaders and wealth management firms.

This modular suite of classes is designed to prepare client-facing professionals with the knowledge and skills to meet and add value to wealthy individuals and families. Attend the Wealth Management Program and explore: - Global Economic Impact on Wealth; - Consultative Discussions and Recommendations; - Asset Allocation and Portfolio Optimization; - Lending and Leverage; - Tax and Intergenerational Planning; - Maintaining Good Relationships with Investment Clients.

All delegates who register for the Wealth Management Program will receive a complimentary Netbook and financial calculator. Please call our Customer Care Team at 1-888-641-6616 (1-212-641-6616 for non-US inquiries) for details or registration assistance.

16-Apr-2012 -- 04-May-2012St. PetersburgUSD$10750
NY Institute of Finance - St. Petersburg9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Various Instructors; ] Mon Tue Wed Thu Fri Level: Basic

29-Oct-2012 -- 16-Nov-2012St. PetersburgUSD$10750
NY Institute of Finance - St. Petersburg9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Various Instructors; ] Mon Tue Wed Thu Fri Level: Basic

CPE CREDITS
108.0
New private bankers, new wealth advisers, brokers who are going to cover broader wealth solutions, portfolio managers and other Product Specialists requiring an in-depth overview of wealth management, and individuals working in the finance arena
No advance preparation required.
Students will be able to:
  • Understand the basics of global economics and the impact on wealth generation as well as the risks to maintaining wealth.
  • Examine the basics of client credit analysis, loan structures and regulations governing lending in the US and how credit is used to leverage other wealth-generating instruments.
  • Explore the basics of portfolio management using traditional asset classes.
  • Identify appropriate risk and return parameters and how to explain asset allocation, diversifi cation, and portfolio performance to clients.
  • Understand the purposes of derivatives and alternative investment products for clients.
  • Explore the complex world of tax and estate planning structures in the US and abroad.
  • Learn to speak confidently and compellingly to clients about investments and their individual portfolios, and to build solid, lasting relationships.
An undergraduate degree or equivalent. Fluent in English. Knowledge of Microsoft Office Suite. Component courses may have other specific Prerequisites.
Module 1 - Introduction to the Wealth Environment

Module 2 - Protect Wealth: International Estate Planning

Module 3 - Grow Wealth: Liquidity

Module 4 - Grow Wealth: Asset Management

Module 5 - Grow/Protect Wealth: Alternative Investments

Module 6 - Strategic Gold Investing for Professionals

Module 7 - Grow/Protect Wealth: Derivatives

Module 8: Consultative Selling Skills to Investment Client

Module 9 - Winning the Relationship Advantage

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.