This certificate program is designed to accelerate onboarding of professionals moving into fiduciary-based advisory roles.

Learn and apply essential fiduciary principles-including wealth planning, investment management and account administration-with this set of courses designed to accelerate new advisors' readiness to work directly with wealth clients in a fiduciary capacity.

Courses on ethics, fiduciary risk and compliance responsibilities cover responses to common client situations, as well as strategies for working with a team that includes non-fiduciary advisors.What You'll Learn:7 Courses include:

• Introduction to Integrated Planning and Advice
  
• Introduction to Investment Management
  
• Trust Fundamentals
  
• Introduction to Fiduciary Risk Management and Compliance
  
• Understanding Fiduciary Principles
  
• Applying Fiduciary Principles and Ethics
  
• Fiduciary Ethics

You have 6 months to complete the course and gain your printable certificate. Course Length: 3 hours 30 minutes