American College Launches New Designation for Wealth Managers
Wade D. Pfau, Michael Finke
The American College of Financial Services has introduced a new designation, aimed at existing advisors who want a deeper knowledge of wealth management techniques and goal-based planning.
“We designed the curriculum to build knowledge in concepts that go beyond a traditional investment education by focusing on how investments can be used to meet the goals of individual investors,” said Michael Finke, dean and chief academic officer at The American College.
Britton, Diana, "American College Launches New Designation for Wealth Managers" (2017). In the News. 2529.