Course Category

• Accounting & Tax
• Alternative Investments
• CFA/CMT Exam Prep
• Core Finance Concepts
• Corporate Finance
• Credit Risk
• Derivatives
• Financial Modeling
• Fixed Income
• Investment & Portfolio Management
• Mergers & Acquisitions
• Operations & Compliance
• Professional Skills
• Project Finance
• Risk Management
• Special Programs
• Structured Products
• Technical Analysis
• Trading
• Wealth Management

Wealth Management - Virtual

The growth of wealth across the globe requires the sharpest of skills in credit, asset management, alternative Investments, and estate planning to capture this business. Consultative selling and financial management solutions along with product skills will assist you in securing new clients and becoming the trusted provider of choice for all their needs. The new three-week Wealth Management program from the New York Institute of Finance can help new private bankers and wealth advisors achieve these goals

New York Institute of Finance is proud to offer Virtual Classes - live; expert led online training that gives you the freedom to learn anywhere.

Virtual NYIF classes recreate a physical classroom in a virtual setting all delivered via a standard web browser. A powerful presentation space and white board serve as a focal point for the class. Instructors have an array of tools to monitor and support students in real time and students can interact with each other and the instructor in via voice or text. Virtual NYIF allows you, the student, to get the best financial training without leaving your desk!

Highlighted Course

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