Courses / Foundation
◆ VIA Capital Certified: Wealth AdvisoryWealth Advisory Certification
Goal-based planning, product suitability and client conversations that convert.
About this course
A structured path for RIAs and relationship managers: financial planning frameworks, product suitability, tax-aware allocation and the compliance record behind every recommendation.
Curriculum
Module 1 · 3h
Goal-based planning
Mapping liabilities before assets.
Module 2 · 4h
Asset allocation
Strategic, tactical and tax-aware.
Module 3 · 3h
Product suitability
Matching instrument to mandate.
Module 4 · 2h
The advice record
Documentation that protects you.
Your instructor
V
Vikram Iyer
Head of Products, Northbridge Wealth