Wealth Management

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

Margaret Franklin, chief executive officer and president of the CFA Institute, says private wealth and private markets have become ‘permanent features of the broader ecosystem’
Margaret Franklin, chief executive officer and president of the CFA Institute, says private wealth and private markets have become ‘permanent features of the broader ecosystem’

FN is now covering wealth management. Here’s what you need to know

The CFA Institute will unveil a private wealth certificate by next summer as the high-net-worth investor boom continues.

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