MMI Wealth Management Essentials
Powered by the SS&C Learning Institute
Foundational program for those interested in pursuing a career in wealth management
Designed by experts, this concentrated educational program provides professionals with a comprehensive introduction to financial advisory
Competence
Learning experience curated by MMI to ensure a solid foundation of financial advisory knowledge, covering five integral topics
Convenience
Online curriculum of responsive courses can be completed on desktop, laptop, tablet, or mobile
Comprehensive
Thorough overview of the markets, investing, and industry relationships suitable to a wide range of wealth management career paths
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1. Introduction to Financial Markets
- Introduction to Securities Markets
- Introduction to World Equity Markets
- Introduction to World Bond Markets
- Introduction to Private Equity
2. Investment Products Landscape
- Investing in Equity
- Investing in Bonds
- Exchange Traded Funds
- Fundamentals of Mutual Funds
- Alternative Investments
- Investing in Hedge Funds
- Insurance Overview - US
3. Investment Management Principles
- Investment Principles
- Asset Allocation
- Portfolio Returns
- Portfolio Risk
- Portfolio Diversification
- Understanding Uncertainty
- Introduction to Portfolio Management
4. Client Management
- The Human Side of Investing
- Introduction to Financial Planning Products
- Understanding Financial Planning
- Introduction to Performance Measurement
- Managing Client Expectations
- Information Security Awareness
5. Elements of Corporate Finance
- Introduction to Investment Banking
- Introduction to Corporate Finance
- Time Value of Money
- Introduction to Economic Profit
- Fundamentals of Economic Indicators
- Capital Asset Pricing Model
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Pricing Options
$525.00
Standard Pricing
BUY
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