Investment Advisory Solutions

Investment Advisory Solutions: Now Available
Special pricing available for MMI Member Firms. Please call (646)-868-8506 for more information

Developed with MMI members’ unmatched insight into the industry, these core courses lay the foundation for an understanding of the various functions, processes and regulations associated with Investment Advisory solutions.

Course Topics:

IAS201 - Industry Components and Trends Part 1

IAS202 - Industry Components and Trends Part 2

IAS203 - Investment Products and Solutions

IAS204 - The Critical Value of Due Diligence and Oversight

IAS205 - Asset Allocation and Portfolio Construction
IAS206 - The Consultative Process and Relationship to Wealth Management

IAS207 - Benchmarking and Performance Reporting

IAS208 - Ethics, Fiduciary Duty and Cyber-security in Investment Advisory Solutions

Pricing Options

$625.00

Standard Pricing
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For more information on availability and pricing, please email learning@mminst.org or call (646) 868-8500. A representative will be happy to assist.

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Investment Advisory Solutions

Pricing Options

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