CFT Wealth Management Intermediate Certificate

Required Courses: 

• Banking Fundamentals, Evolution and Compliance
• Financial Accounting 
• Fundamentals of Wealth Management, Institutions, Markets and Products 
• Principles of Finance 
• Relationship Selling and Sales Strategies 
• Special Topic Seminar 
• Investments, Stocks and Bonds
• Analyzing Financial Statements (Pre-req Financial Accounting)