Wealth Management Program

This program is being revised. Please check back soon for details.

Target Audience

Traders, sales professionals, back office professionals, financial analysts, cash/money managers, auditors, compliance professionals, financial and bank officers, accountants and regulators.

Learning Objectives

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.


No sessions currently available. Contact client services to get the next available date.


Professional Credits:
CPE Credits 108
$4,399 USD
Duration 5 Days
Advance Preparation
No advance preparation required.
This course has no prerequisites.
Instructional Method