10 hour Certificate Programme - Practical Principles on Wealth Management

Description

FREE to members of CFA UK

Non-Member price: £150 inclusive of VAT

This CPD certificate programme has been developed by leading and experienced investment practitioners for investment professionals working as wealth managers, stockbrokers, and financial advisers. The practitioners have identified learning outcomes which have real life application and can be applied whether making investment decisions or managing client relationships.

This programme consists of 5 study sessions and a total of 10 hours structured CPD is awarded on completion. Topic areas covered include:

  • Communicating with Clients (2 hours)
  • Creating a Client Specific Plan (2 hours)
  • Investment Management (2 hours)
  • Implementation (2 hours)
  • Performance Evaluation (2 hours)

 

Contributors include Andrew Hutton, CFA; Guy Christie; Mike Edlinger, CFA; Dean Lush; Konstatinos Maratos, CFA; Cyr Palliard, CFA; Robin Voss; and Steve Horan, CFA.

Please note that certain readings from CFA Institute included within this programme are freely available to readers through the www.cfainstitute.org website.

Programme Activity

Activity Name
Communicating with Clients
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Creating a Client Specific Plan
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Investment Management
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Implementation
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Performance Evaluation
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Register
Price
(GBP) £ 125.00 + VAT