Wealth Management

The Wealth Manager Program consists of two modules:

Modern Portfolio Theory
This course provides the theoretical underpinning on which the wealth manager program is built. Mastering the content will help RMs build credibility vis-à-vis clients, differentiate them from competing regional wealth advisors and put them on par with first-rate wealth management firms.

Investment Advice
This program builds on Modern Portfolio Theory module and emphasis how wealth management may be practiced. The course relies heavily on case studies and practical applications of Modern Portfolio Theory.