Wealth Management Concentration

CFA® Focus

Firms and professionals in the wealth management industry are stewards of capital and help clients make investment decisions, invest their money, and provide services to enhance financial markets. The scope of these services can include trading, asset management – constructing and managing investment portfolios and funds – and the regulation of these systems. 

• Typical Jobs: Portfolio Management, Research Analyst, Risk Analysis and Risk Management, Consulting

Interested in a Wealth Management career? Check out THIS video!