This certification is designed for relationship managers and their support staff who manage several functions in the financial market. The course is tailored to discuss, analyze and understand the characteristics necessary
to sell several products and how to successfully manage several other services of Wealth Management clients.
As the wealth management business continues to grow, its professionals must demonstrate an increase in
their skills in a wide variety of disciplines. After attending the course, professionals from financial institutions will better understand both the financial markets and the products and services they offer.