Online Professional Certificate in Wealth Management

New York Institute of Finance


Self Paced Course

Available Now





75 Hours





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Online Professional Certificate in Wealth Management

Learn the components of client profiling, asset management techniques, estate and tax planning, and examine solutions at a high level.

CPE: 55.5 ICB: 26.5 ACAMS: 3 Credits

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To make it even easier to learn, you can finance your program through Affirm.

Loans offered through Affirm are available in the U.S. and Canada.

  • Easy monthly payments

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  • Flexible payments

    Pay your monthly bill using a bank transfer, check, or debit card.

Duration : 4 hours

  • Investor Profiling
  • Portfolio Management and Duration
  • Introduction to Portfolio Risk
  • Asset Allocation and Taxation

Duration : 5 hours

  • Estate Planning An Overview
  • Transfer of Property
  • Estate Planning Wills
  • Gift and Gift Tax

Duration : 5 hours

  • Introduction to Trusts
  • Trusts and Taxation
  • Characteristics of Trusts
  • Types of Trusts
  • Duties of a Trustee

Duration : 9 hours

  • Introduction to Financial Planning
  • Analyzing the Resources of the Person
  • Basic Concepts in Financial Planning
  • Financial Products for Savers
  • Financial Products for Investors
  • The Psychographics and Life Cycle of the Investor
  • Goals and Investment Objectives
  • Tax Planning
  • Model Portfolio

Duration : 8 hours

  • Introduction to the Hedge Fund Industry
  • How a Hedge Fund Works
  • Hedge Fund Strategies
  • Issues for Hedge Fund Investors

Duration : 10 hours

  • Understanding Mutual Funds
  • Various Mutual Fund Products
  • Selecting the Right Mutual Fund
  • Operation of a Mutual Fund Company
  • Trends in the Mutual Fund Industry

Duration : 3 hours

  • Commodity Markets
  • Energy Markets
  • Commodity Derivatives

Duration : 7 hours

  • The Institutional Investor
  • The Individual Investor
  • Money Markets and Portfolio Management
  • Managing Portfolios with Bonds
  • Managing Portfolios with Equities
  • Portfolio Theory: Risk and Return
  • Portfolio Theory: Portfolio Monitoring

Duration : 8 hours

  • Bond Valuation
  • Portfolio Volatility and Duration
  • Advanced Equity Valuation Techniques
  • Advanced Portfolio Management Theory
  • Global Investing and Alternative Investments
  • Indexation
  • Style Investing
  • Evaluating Portfolio Performance

Duration : 9 hours

  • The Nature of Money
  • Measuring Money
  • Creating Money
  • Creating the Federal Reserve System
  • Theory of Monetary Policy
  • Implementing Monetary Policy
  • International Banking
  • Central Bank Structure
  • Central Banks Around the World

Duration : 7 hours

  • What is Money Laundering
  • International Initiatives
  • Customer Identification Program
  • Wolfsberg Principles on Correspondent Banking
  • Terrorist related money laundering