Course Category

Online Professional Certificate in Wealth Management

The global high-net-worth market is estimated at close to $8 trillion, about the same size as the global mutual fund market. This Professional Certificate Program covers the 'big picture' of wealth management, beginning with the client's point of view on wealth issues: Grow wealth and protect wealth during my lifetime and after I'm gone. Participants will learn the components of client profiling, such as time horizon, risk tolerance, investment preferences, and financial goals. Solutions examined at a high level include credit for liquidity and leverage; asset management including portfolio management, asset allocation, diversification and risk/return relationships; and estate and tax planning including fiduciary instruments, trust structures, and the use of insurance.

Obtain the prestigious New York Institute of Finance Professional Certificate to help you meet your professional and personal goals. The Professional Certificate Programs are comprehensive in scope and offer you a wide variety of courses to choose from. In addition, you will receive CPE credits to insure you are keeping up to date with your professional requirements.

• Understand the basics of global economics and the impact on wealth generation as well as the risks to maintaining wealth.
• 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.
• Explore the basics of portfolio management using traditional asset classes.
• Identify appropriate risk and return parameters and how to explain asset allocation, diversification, and portfolio performance to clients.
• Understand the purposes of derivatives and alternative investment products for clients.
• Explore the complex world of tax and estate planning structures in the US and abroad.