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Graduate Program Certificate - Investment & Private Wealth Management Certificate (SB-C)

Graduate Program Certificate - Investment & Private Wealth Management Certificate (SB-C)
Required Courses
Elective Courses

GRADUATE PROGRAM CERTIFICATE - INVESTMENT & PRIVATE WEALTH MANAGEMENT

How do you design an investment strategy? What are advanced analytical techniques used by the financial pros every day?

In order to build a financial plan for an individual or family, you need to take into consideration the many challenges and unique circumstances they face. In this certificate, you’ll learn the strategies and techniques of Private Wealth Management (PWM). You’ll develop the core knowledge and skills needed to design a personalized and effective approach to wealth management. The module also provides an in-depth look at securities markets and investment strategies, incorporating:

  • Insurance

  • Tax

  • Estate planning

  • Portfolio management

  • PWM innovations

With a certificate in Investment and Private Wealth Management, you will be a very attractive job candidate to investment firms and brokerages.