Home / Program / Certified Financial Planner (CFP®) Program
Certified Financial Planner (CFP®) Program
This program dives into core areas such as mergers and acquisitions (M&A), valuation techniques, capital raising, and financial modeling. Through in-depth training and real-world case studies, you will acquire the analytical skills and technical expertise needed to make strategic financial decisions and excel in high-stakes environments.
Overview
This certification provides an in-depth look at the framework, principles, and ethical aspects of the investment sector, aiding in the progression of your finance career. It encompasses the core topics similar to Level I of the CFA® Program, ensuring you acquire a vital comprehension of the investment sector’s framework, financial markets, professional responsibilities, and client requirements.
The program is backed by a global professional association focused on wealth managers. Located in Switzerland, this non-profit entity enhances and advocates for education in private banking and wealth management. Its mission includes:
- - Recognizing and meeting the needs of affluent individuals.
- - Responding to the growing demand for sophisticated financial products and outstanding client service.
- - Assisting professionals in navigating the changing regulations and intricacies of the international financial environment.
Since its launch in 2004, the Masterclass has set a recognized standard for wealth management professionals worldwide.
Who Should Enroll
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
The program is supported by a professional association dedicated to wealth managers worldwide. Based in Switzerland, this not-for-profit organization enhances and promotes education in private banking and wealth management.
Its mission includes:
Its mission includes:
- Identifying and fulfilling the needs of high-net-worth individuals.
- Addressing the rising demand for advanced financial products and exceptional client service.
- Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
Key Learning Outcomes
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
The program is supported by a professional association dedicated to wealth managers worldwide. Based in Switzerland, this not-for-profit organization enhances and promotes education in private banking and wealth management.
Its mission includes:
Its mission includes:
- Identifying and fulfilling the needs of high-net-worth individuals.
- Addressing the rising demand for advanced financial products and exceptional client service.
- Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
Program Curriculum
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
The program is supported by a professional association dedicated to wealth managers worldwide. Based in Switzerland, this not-for-profit organization enhances and promotes education in private banking and wealth management.
Its mission includes:
Its mission includes:
- Identifying and fulfilling the needs of high-net-worth individuals.
- Addressing the rising demand for advanced financial products and exceptional client service.
- Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
Format and Duration
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
The program is supported by a professional association dedicated to wealth managers worldwide. Based in Switzerland, this not-for-profit organization enhances and promotes education in private banking and wealth management.
Its mission includes:
Its mission includes:
- Identifying and fulfilling the needs of high-net-worth individuals.
- Addressing the rising demand for advanced financial products and exceptional client service.
- Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
FAQs
The Masterclass in Portfolio Management and Client Advisory is a premier program recognized globally as a leading credential in the field of wealth management. It equips financial professionals with the essential expertise and skills needed to cater to the intricate demands of affluent clients.
Jointly offered by prestigious institutions, this masterclass boasts international acclaim and flexibility, opening doors to career advancements across the globe.
The program is supported by a professional association dedicated to wealth managers worldwide. Based in Switzerland, this not-for-profit organization enhances and promotes education in private banking and wealth management.
Its mission includes:
Its mission includes:
- Identifying and fulfilling the needs of high-net-worth individuals.
- Addressing the rising demand for advanced financial products and exceptional client service.
- Guiding professionals through the evolving regulations and complexities of the global financial landscape. Since its inception in 2004, the Masterclass has established a globally acknowledged benchmark for wealth management practitioners.
Who Should Enroll
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Key Learning Outcomes
Our commitment to excellence has led us to achieve significant milestones along our journey. Here are some of our notable achievements
Trusted by Thousands
We have successfully served thousands of students, helping them unlock their potential and achieve their career goals.
Award-Winning Programs
Our Programs have received recognition and accolades in the industry for their quality, depth of content, and effective teaching methodologies.
Positive Student Feedback
We take pride in the positive feedback we receive from our students, who appreciate the practicality and relevance of our Program materials.
Industry Partnerships
We have established strong partnerships with industry leaders, enabling us to provide our students with access to the latest tools and technologies
Program Curriculum
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Course 1
Portfolio Solutions Fundamentals
Portfolio Solutions Fundamentals
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Course 2
Protecting Clients’ Investments
Protecting Clients’ Investments
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Course 3
Portfolio Monitoring & Portfolio Evaluation
Portfolio Monitoring & Portfolio Evaluation
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Course 4
Wealth Preservation
Wealth Preservation
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Course 5
Wealth Conversion
Wealth Conversion
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Course 6
Wealth Transfer
Wealth Transfer
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Format and Duration
Self-paced learning
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Modular structure
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80-90 hours of comprehensive xlearning
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Certificate of completion
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Common Questions About this Program...
Got more questions? Feel free to reach out to our team at support@pgpacademy.com!
Can I sign up for multiple banking courses at the same time?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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What kind of help can I get from my banking instructors?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Are the banking courses self-paced, or do they have set start and end dates?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Do I need any prior knowledge before taking these banking courses?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Can I download the materials for the banking courses to study offline?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Here is a few testimonials from our students over the past couple of years.
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Mark Johnson
CEO, Tech Innovations Inc.
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Emily Chen
Marketing Director, Global Solutions Ltd.
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Alex Thompson
Communications Manager, Stellar Foods Co.
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