whether you are an aspiring financial advisor, or an experienced advisor looking to take your practice to the next level. These wealth management courses will help to become a successful wealth advisor.
Wealth management refers to investment management and financial planning for individual investors to help them continue to grow and protect their wealth.
Learn more about the career paths available within wealth management and the skills that you need to succeed as a wealth manager.
Our team of experts in finance has compiled a list of the best wealth management courses available you can take for this month.
Wealth Management Courses Skills:
- Describe the various services that make up wealth management
- Outline the various career paths within wealth management
- Understand how wealth management is segmented by client type
- Explain the skills needed for success in wealth management
- Build a simple retirement planning model in Excel
- Outline the various asset classes available to wealth management clients
Best Wealth Management Courses & Certifications To Take in 2023:
Best Wealth Management Courses:
There are the best wealth management courses and certifications in 2023.
1. Introduction to Wealth Management – CFI
This course is for anyone interested in pursuing a career in financial planning and wealth management.
This accredited course provides a comprehensive introduction to the financial planning and wealth management space.
You will learn what wealth management entails, the career paths available within financial planning and wealth management, and the different client segments in the wealth management universe
This course will teach you the skills that you need to succeed as a financial advisor or private banker.
It will walk you through the various planning services provided by wealth managers.
Finally, you will step through the traditional and alternative asset classes accessible at the different levels of wealth management.
2. Online Professional Certificate in Wealth Management – NYIF
New wealth management professionals; Product specialists; Wealthy individuals; and Non-client-facing staff.
This course is offered by the New York Institute of Finance, in this course you will learn the components of client profiling, asset management techniques, estate, and tax planning, and examine solutions at a high level.
With this course, you will gain a comprehensive overview of planning to management techniques, understand the basics of global economics and the impact on wealth generation as well as the risks to maintaining wealth.
Also, you will learn how to examine the basics of client credit analysis, loan structures and regulations governing lending in the US, and how credit is used to leverage other wealth-generating instruments.
Finally, you will learn to Identify appropriate risk and return parameters and how to explain asset allocation, diversification, and portfolio performance to clients.
3. Certified International Wealth Manager – CIWM – Moodys Analytics
Relationship Managers, Investment Advisors, Financial Advisors, Financial Planners, Life Insurance Specialists, and Mutual Fund Representatives.
The Certified International Wealth Manager (CIWM) program is an internationally recognized certification offered by Moody’s Analytics in Canada.
With this certification, you will learn how to build and manage client relationships that result in a successful partnership and how to establish and implement wealth accumulation and management strategies.
Also, you will learn how to collaborate with clients to preserve wealth, optimize the conversion of assets into income, and develop and implement a wealth transfer plan that reflects the client’s wishes.
Finally, you will learn how to apply business marketing techniques to build a successful practice.
4. Become a Financial Planning & Wealth Management Professional – FPWM – CFI
Who wants to become a successful financial planner or wealth advisor, whether you are an aspiring financial advisor, or an experienced advisor looking to take your practice to the next level.
With this Wealth management certification you will get certified, master technical and soft skills, and stand out to clients–no prior experience necessary.
This FPWM certification contains 26 practical courses, with 16 required to earn this certification.
This program will equip you with the skills, knowledge, and tools to become a successful financial planner or wealth advisor.
You will gain skills in financial planning, practice management, business dev, relationship management, investment management, and more.
You will build and grow a practice to take the first step to becoming a world-class financial advisor.
5. Become a Capital Markets & Securities Analyst – CMSA® CFI
Learners for roles in Sales and Trading, Asset Management, Treasury, Research, Wealth Management, Risk Management, and Origination
In this course, you will master the capital markets knowledge and skills and stand out as a certified professional.
This program contains 39 hands-on courses, with 15 required to earn the CMSA certification.
This certification program will teach you the essential skills for successful careers in both the buy-side and sell-side of the capital markets.
You will gain a deep understanding of financial instruments, securities, markets, and analytical methodologies is crucial for making informed investment decisions, managing risk, and optimizing returns in a complex global investment landscape.
This certification program offers guided, hands-on courses that cover various asset classes, including fixed income, foreign exchange, commodities, equities, and derivatives.
You will gain an inside track to begin or advance your career in the capital markets with self-paced, immersive, and interactive lessons taught by market professionals.
6. Wealth Management Certified Professional – WMCP – The American College
Financial professionals seeking expertise in goal-based wealth management.
This WMCP® Program taught by the preeminent wealth management professor Michael Finke, Ph.D., CFP®, along with one of the program’s successful alums Padric Scott, WMCP®, CFP®, ChFC®, CLU®, AEP®, CAP®, CCFC.
This program. will deliver the strategic and practical framework you need to build broadly diversified, tax-efficient portfolios aligned with your client’s goals.
This certification program will teach you how to employ a goal-based process for planning and managing client wealth, create an efficient investment portfolio, and evaluate financial instruments.
Also, you will learn how to formulate a wealth management strategy and provide solutions for complex client needs.
7. Certified Investment Management Analyst – CIMA Investments & Wealth Institute
Investment consultants, analysts, financial advisors, and wealth management professionals.
Certified Investment Management Analyst certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals.
This certification continues to be the highest level of advanced investment education for client-facing advisors.
With this Certification program, you will take your career to the next level and require a different skillset and knowledge base than what has helped you get where you are today.
The CIMA® certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts, and expand your clientele.
8. Certified Private Wealth Advisor – CPWA Investments & Wealth Institute
Advisors who serve high-net-worth clients
Certified Private Wealth Advisor certification is an advanced professional certification for advisors who serve high-net-worth clients.
It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million.
You will deepen your understanding of the wealth lifecycle – accumulation, preservation, and distribution. Also, you will be able to identify and analyze the unique challenges high-net-worth individuals face and be able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
9. Accredited Wealth Management Advisor – AWMA® Kaplan Financial
Experienced advisors who currently work with or wish to work with high-net-worth clients.
The AWMA® designation is recognized as the industry benchmark for wealth management credentials and is endorsed by the top financial firms.
Professionals surveyed with specialized financial designations such as the AWMA® designation reported a 20% earnings increase after earning their most recent professional designation.
71% of professionals with specialized financial designations such as the AWMA® designation reported an increase in their client base after earning their Certification.
Learn to recognize and better serve the unique needs of high-net-worth clients. This benefits your clients while allowing you to advance your own financial career.
10. Wealth Management Specialist – WMSSM – Kaplan Financial
Those who are involved with customer transactions and recommendations of all financial services products.
The Wealth Management SpecialistSM, or WMSSM program, is a designation program for financial professionals. This program provides new advisors with a substantial overview of the most critical concepts in financial planning and wealth management, without the rigors of the CFP® certification or a more comprehensive professional designation.
Professionals surveyed with specialized financial designations such as the WMS℠ designation reported a 20% earnings increase after earning their most recent professional designation and an increase in their client base after earning their specialized designation through the College for Financial Planning.
If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation.
We hope that the wealth management courses list helps you to choose the best one for you and get certified at your place.