BASIC
Anti-Money Laundering - Introduction to Bank Secrecy Act
Consultative Selling Skills to Investment Clients
Grow Wealth: Liquidity
Grow/Protect Wealth: Alternative Investments
Grow/Protect Wealth: Derivatives
How to Develop a Private Banking Model
Introduction to the Wealth Environment
Investment Adviser Regulation
KYC (Know Your Client)
Protect Wealth: International Estate Planning
Wealth Management Overview
Wealth Management Program
INTERMEDIATE
Corporate Finance and Financial Management Solutions for Wealth Advisors
Grow Wealth: Asset Management
Portable Wealth Management for Professionals
ADVANCED


Wealth Management

The growth of wealth across the globe requires the sharpest of skills in credit, asset management, alternative Investments, and estate planning to capture this business. Consultative selling and financial management solutions along with product skills will assist you in securing new clients and becoming the trusted provider of choice for all their needs. The new three-week Wealth Management program from the New York Institute of Finance can help new private bankers and wealth advisors achieve these goals

Highlighted Course
Wealth Management Program

We're currently re-designing our Wealth Management Program - check back here for new dates soon. Learn more!