Essentials of Investment Consulting

Format: Self-Paced Course
Track: Investments
Premier CE: 15 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 15 credits
Cost: $895

The Essentials of Investment Consulting program is designed for financial services professionals and their teams seeking to enhance their fundamental knowledge of core topics related to the investment consulting process.

Read the full description below.


REGISTRATION & FEES (USD)

$895

Register

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • Course # 1: The Investment Consulting Process, 10 hours of CE credit for CIMA®, CPWA®, and RMA® certifications 
  • Course #2: Math for Investment Consultants, 5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications 
  • Audit-proof, Premier CE
  • Automatically uploaded within 24-48 business hours of completion of a course, which requires obtaining a 70% grade or higher on each of the module quizzes

CFP Board

  • Course # 1: The Investment Consulting Process, 10 hours of CE credit for CFP® certification, 
  • Course #2: Math for Investment Consultants, 5 hours of CE credit for CFP® certification
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
The Institute is proud to be a CE Quality Partner of CFP Board.​ Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Essentials of Investment Consulting


The Essentials of Investment Consulting program is designed for financial services professionals and their teams seeking to enhance their fundamental knowledge of core topics related to the investment consulting process. Comprised of two courses, the Investment Consulting Process and Math for Investment Consultants, this educational primer on investment consulting uses new study techniques and tools for an enhanced learning experience.

The program covers fundamental concepts and applications, including portfolio construction, investment types, manager selection, performance measurement, investment policies, and math for managing money for portfolio growth.

To complete the Essentials of Investment Consulting program, professionals must successfully complete both courses and successfully pass all of the quizzes. 

Participants must pass five quizzes during the five-module learning path for successful completion of the program.

Topic Highlights

Course #1: Investment Consulting Process Online Course

  • Module 1: Client Discovery
  • Module 2: Investment Policy Statements
  • Module 3: Portfolio Construction & Risk Management Strategies
  • Module 4: Manager Search & Selection
  • Module 5: Perform Portfolio Review and Revision

Course #2: Math for Investment Consultants Online Course

  • Module 1: Algebra and Statistics
  • Module 2: Time Value of Money and Rates of Return
  • Module 3: Fixed Income-Duration and Yield
  • Module 4: Measuring Risk
  • Module 5: Performance Measurement

Please note that this is a course with a certificate of completion, but successful completion does not result in a professional designation or credential.

Group Sales


This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Suzie Byrnes | U.S., West and Mid-West 
Email: sbyrnes@i-w.org
Phone: 303-850-3093

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569