Curriculum Provides A Well-rounded Introduction To The Financial .

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ADVANCING THE FUTURE OFINVESTMENT ADVICE AND SOLUTIONSContinuous Learning CenterWealth Management EssentialsPOWERED BYThe Money Management Institute’s Wealth Management Essentialscurriculum provides a well-rounded introduction to the financial servicesand investment management industry and is an ideal primer for those newto or interested in pursuing a career in wealth management. Designed byexperts, this concentrated program provides a comprehensive overview ofthe markets, investing, and industry relationships and is suitable to a widerange of potential career paths in wealth management.FIVE KEY TOPICS: 30 Fast-Paced Courses Focus on Five Key Areas Introduction to Financial MarketsInvestment Products LandscapeInvestment Management PrinciplesClient ManagementElements of Corporate FinanceEligible for CE credits on an individual course basis from Investments & Wealth Institute for CIMA , CPWA ,CIMC , and RMA designations.Introduction to Financial MarketsSummary: Introduces the general concepts of financial markets and the difference between primary andsecondary markets. This includes an in-depth overview of key market segments.Runtime: 4h:15mWME101: Introduction to Securities Markets Security marketsDebt instrumentsEquity instruments

WEALTH MANAGEMENT ESSENTIALSWME102: Introduction to World Equity Markets Basic instrumentsDepository receiptsNew issuesSecondary marketsWME103: Introduction to World Bond Markets Market overviewGovernment bond markets: The United KingdomGovernment bond markets: international abstractsEurobond marketWME104: Introduction to Private Equity What is private equity?The life of a private equity fundPrivate equity fund structuresInvestment Products LandscapeSummary: Explores the vast universe of investment products in relationship to portfolio management. Thisincludes a detailed review of equity, bond, ETF, alternative, hedge fund and insurance investment options.Runtime: 6h:0mWME105: Investing in Equity Introduction to equityTypes of stocksEquity basicsPicking stocksYour client asks about equityWME106: Investing in Bonds Introduction to bondsTypes of bondsYour client asks about bondsWME107: Exchange Traded Funds ETF overviewThe benefitsCreation and redemptionBuying and selling

WEALTH MANAGEMENT ESSENTIALSWME108: Mutual Funds Mutual fund industry overviewFront-end operationsBack-end operationsWME109: Alternative Investments Alternative investment overviewDerivatives, hedge funds, and exchange fundsYou propose alternative investments to yourclientTypes of investmentsWME110: Investing in Hedge Funds Introduction to hedge fundsRisk and returnTypes of hedge fundsWME111: Insurance Overview: US Basic insurance principlesTypes of insuranceIdentifying riskInvestment Management PrinciplesSummary: Examines the universe of investment management principles and its relationship to portfoliomanagement and investment success. This includes an understanding of the importance of asset allocation,performance optimization, volatility, and diversification.Runtime: 5h:45mWME112: Investment Principles The case for investingInvesting principlesWME113: Asset Allocation The basics of asset allocationOptimization

WEALTH MANAGEMENT ESSENTIALSWME114: Portfolio Returns What is a portfolio?Portfolio returnsCalculating portfolio returnsWME115: Portfolio Risk Frequency distribution and risk vs. returnVolatility and risk-adjusted performanceWME116: Portfolio Diversification Volatility and correlationPlotting correlation and positionCalculating correlationCorrelation and portfolio diversificationWME117: Understanding Uncertainty Creating and reading a histogramUsing the normal distribution curveWME118: Introduction to Portfolio Management Graphing a portfolioChoosing optimal portfoliosCorrelation and diversificationClient ManagementSummary: Reviews the principles of establishing productive relationships and meeting client expectations fromproducts and planning to information security and overall best practices.Runtime: 2h:0mWME119: The Human Side of Investing How human behavior influences decision makingBiased preferences and fear of regretTools to moderate dangerous tendencies in your clients, your colleagues, and yourselfWME120: Introduction to Financial Planning Products Financial planning overviewTraditional savings productsMortgagesFixed-rate investments – bondsGrowth investments – stocks

WEALTH MANAGEMENT ESSENTIALSWME121: Understanding Financial Planning Mutual fund productsInsurance, retirement and estate planning productsWME122: Introduction to Performance Measurement Principles of performance measurementThree approaches to performance measurementCase studies in performance measurementWME123: Managing Client Expectations Four steps in managing advisor/client relationshipsTools for discussing investments with a clientConsultative client relationshipsWME124: Information Security Awareness Awareness of information securityBest practicesElements of Corporate FinanceSummary: Covers the principles of investment banking and corporate finance with a deep dive into measuringgrowth, economic profit, and economic indicators.Runtime: 3h:45mWME125: Introduction to Investment Banking Investment banking overviewAdvisory services and specialized financeRegulations and risk managementWME126: Introduction to Corporate Finance The objective of corporate financeEfficient market theoryFirm stakeholdersDecision-making in corporate financeWME127: Time Value of Money Measuring growthCompounding and discounting cash flowsCompounding at different frequenciesNet earnings

WEALTH MANAGEMENT ESSENTIALSWME128: Introduction to Economic Profit Accounting profit versus economic profitWeighted average cost of capitalEconomic profitShortcomings of EPS, ROA, and ROEHow financial statements can overstate net earningsWME129: Fundamentals of Economic Indicators Key economic indicatorsStock and bond market impactInflation indicesEconomic indicators and market impactWME130: Capital Asset Pricing Model Measuring riskCalculating the cost of equityComponents of CAPMCalculating beta and explaining how it measures market risk

WEALTH MANAGEMENT ESSENTIALSFOR MORE INFORMATION ON CUSTOMIZING A TRAINING SOLUTIONAND SCHEDULING A DEMONSTRATIONContact us:learning@mminst.org(646) 868-8500Tim WilliamsDirector, Education Initiativestwilliams@mminst.org(210) 288-3190Chad PapanierVice President, Educational Salescpapanier@mminst.org(646) 868-8506MMI CONTINUOUS LEARNING CENTERThe MMI Continuous Learning Center offers a structured, comprehensive education platform for all career stagesof the investment professional. Available programs include Fundamentals of Investment Advisory Solutions,Sustainable Investing Curriculum, Wealth Management Essentials, Wholesaler Training Curriculum, and anEducation Marketplace of third-party offerings. For more information or to schedule an online demonstration,contact us at (646) 868-8500 or learning@mminst.org.

includes a detailed review of equity, bond, ETF, alternative, hedge fund and insurance investment options. Runtime: 6h:0m. WME105: Investing in Equity Introduction to equity Types of stocks Equity basics Picking stocks Your client asks about equity . WME106: Investing in Bonds Introduction to bonds Types of bonds

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