Basic Training - Wealth Management Certified Investment Management Analyst The Investment Management Consultants Association in Denver administers this one and also provides training It comes in two stages
Developing Top-tier Plan Consultants - Wealth Management Developing Top-tier Plan Consultants Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that
Do-It-Yourself Broker Dealer - Wealth Management Do-It-Yourself Broker Dealer Halah Touryalai By now, advisors have been bombarded with talk of “going independent ” It's a phrase that is regularly circulated in the hallways and offices of