Don't miss one of our upcoming bootcamps to learn about:
an exciting and fast-paced career in wealth management marketing, learning to work with some of the world's most successful individuals and families as their trusted advisor
our network of thousands of financial advisory firms, collectively managing trillions of dollars, who are looking to hire marketing managers
our certification program:
A 12 week rich course of learning, comprised of online and interactive training, with no background necessary in finance!
Our Upcoming Open House Dates
☞ Friday, June 16, 10am
☞ Wednesday, June 21, 3pm
☞ Wednesday, June 28th, 3pm
Your host will be our founder and CEO, Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO. Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns, has an MBA from Duke University, and has been a faculty professor at Pepperdine University, teaching about the wealth management industry.
Open House topics
What is wealth management?
How can this certification help your career?
What does a wealth manager do?
Why is this a good opportunity? How is this a good investment? What are my returns?
How do I get certified?
What does the course look like? What materials do I need?
What does the certification mean to me?
How is this certification going to help me?
Why wealth management?
What skills do I need to become a good wealth manager?
What tasks do wealth managers have?
Our application and screening process
What kind of background you need to be a wealth manager (hint, all backgrounds will be considered)