Courses
Whether your desire is to gain a thorough and concise understanding of portfolio management principals or you are already an established producer with an aptitude for managing portfolios and wish to sharpen your knowledge and skills as you build the client portfolio, there is a Portfolio Concepts home study course to match your needs.
Preferred Portfolio Management (PPM)
Candidates should be established producers who have shown an aptitude for managing portfolios. The PPM course is an in-depth, seven lesson curriculum that navigates the student through all phases of portfolio management. Diversification, asset allocation and risk/return analysis are key concepts studied in the course and tested in its case studies.
Course Fee - $750.00
Preferred Investment Planning (PIP)
Designed for advisors with a desire to develop investment management business. It familiarizes the student with basic portfolio management techniques and principles. Typical PIP students are migrating away from traditional transaction business toward a fee business based upon assets under management. Specific stock analysis is not the focus.
Course Fee - $350.00