Accredited Asset Management Specialist

College for Financial Planning
United States
Qualification
Professional and Vocational
Study mode
Full-time, Part-time
Duration
9 weeks
Tuition fee (local)
Information not available
Tuition fee (foreign)
Information not available

Entry Requirements

  • Relevant working experience

Curriculum

  • The Asset Management Process
  • Investors, Policy & Change
  • Risk, Return & Investment Performance
  • Asset Allocation & Selection
  • Investment Strategies
  • Taxation of Investment Products
  • Investment Opportunities for an Individual's Retirement
  • Investment Considerations for Small - Business Owners
  • Deferred Compensation & Other Benefit Plans for Key Executives
  • Insurance Products for Investment Clients
  • Estate Planning for Investment Clients
  • Regulatory & Ethical Issues for the Investment Professional

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