Fundamentals of Investment Advisory Solutions
Issued by
Money Management Institute
Earners of the Money Management Institute's Fundamentals of Investment Advisory Solutions certificate have developed a 360-degree view of the advisory industry. They are knowledgeable in asset allocation, manager due diligence, performance reporting, fiduciary duty, and the varied trends shaping advisory solutions.
- Cost Paid
Skills
Earning Criteria
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Completed eight online courses that include a review of the evolution and current trends in the industry as well as lay the foundation for an understanding of the various functions, processes, and regulations associated with Investment Advisory Solutions.
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Industry Components and Trends, part 1
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Industry Components and Trends, part 2
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Investment Products and Solutions
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The Critical Value of Due Diligence and Oversight
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Asset Allocation and Portfolio Construction
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The Consultative Process and Relationship to Wealth Management
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Benchmarking and Performance Reporting
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Code of Conduct and the Investment Advice Profession
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Successfully passed an online quiz after each course to ensure reader comprehension.
Standards
Upon successful completion of the curriculum, students are eligible for Continuing Education (CE) credits towards the following designations: CFP® - 4.0 hours; Investments & Wealth Institute CIMA® and CPWM® - 3.5 hours; Fi360 AIF®, AIFA® and PPC® - 2 hours.