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)