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Pricing Options
$745.00
MMI Package Price
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*Discounts apply for IWI members and bulk orders, please e-mail us at learning@mminst.org*
The Essentials of Investment Consulting Program
A dual program encompassing Investments & Wealth Institute's Investment Consulting Process and Math for Investment Consultants courses is tailored for financial services professionals and their teams seeking to enhance their fundamental
knowledge of core topics related to the investment consulting process. The program utilizes educational primers on investment consulting uses, new study techniques, and tools to assure an enhanced learning experience.
The program covers fundamental concepts and applications, including: how to select managers, construct portfolios, investment types, manager selection, performance measurement, investment policies, and math for
managing money for portfolio growth.
Modules include the following topics:
To
complete the Essentials of Investment Consulting program, professionals must
successfully complete both courses
and successfully complete all of the quizzes.
Math for Investment Consultants provides five hours of CIMA, CIMC, CPWA, and CFP CE credit. Investments & Wealth
Institute is registered with NASBA as a sponsor of continuing professional education. Please note that this is a certificate
program and successful completion does not result in a professional designation or credential.
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Pricing Options
$745.00
MMI Package Price
BUY