The Investment Consulting Process is an online course that explores the five-step investment consulting process for professionals new to the industry, or for those looking to deepen their understanding of the role of the investment advisor in a prudent process that serves the client. It provides a solid overview of the roles and responsibilities of investment advice, as well as the standards and processes that prudent advisors employ in formulating and delivering that advice. With opportunities to learn from expert instructors and apply your understanding, it is a great course to begin learning the best practices of investment advisors, as well as a starting point for the CIMA certification.
Participants must pass five quizzes during the five-module learning path for successful completion of the program.
- Module 1: Client Discovery
- Module 2: Investment Policy Statements
- Module 3: Portfolio Construction and Risk Management
- Module 4: Manger Search and Selection
- Module 5: Perform Portfolio Review and Revision
Please note that this is a course with a certificate of completion, but successful completion does not result in a professional designation or credential.