- You must have at least three years of professional work experience in the area of portfolio management, financial analysis, or investment in general.
- You must have no record of ethical misconduct, as determined by the Investments and Wealth Institute Admissions Committee. You must complete an executive education course You must pass a closed book, proctored final certification exam, online or in person.
Note: Eligibility requirements may vary based on the specific course or program you choose. Please refer to the detailed course brochure for more information.
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