Exclusive member benefit: Advanced Private Wealth Management learning program

Good news for all CFA members! CFA Institute has launched anew exciting member benefit for anyone wanting to get more specific knowledge on the topic of private wealth. This is is a free and exclusive members-only learning program that is the pathway to understanding wealth planning for high-net-worth individuals and families. The program is recommended for experienced investment practitioners transitioning to high-net-worth private wealth and professionals entering the private wealth industry with advanced finance education.

The private wealth sector is experiencing a significant growth period, with projections to grow from $13 trillion today to more than $20 trillion by 2030 (according to BlackRock). This means the advanced skills needed to navigate the complexities of high-net-worth client management are in high demand. 

Tailored for those transitioning to roles serving high-net-worth clients, the Advanced Private Wealth Management program has been developed using content from the CFA® Program Level III specialized pathway. Covering key areas like asset allocation principles, estate planning, and client relationship management, the program helps you develop your expertise and expand your vocabulary.