Exams

Premier Designations

Certified Alternative Investment Manager (AIM)

Certified Alternative Investment Manager (AIM)
Certified Credit Research Analyst (CCRA™)

Certified Credit Research Analyst (CCRA™)
Certified Investment Research Analyst (CIRA®)

Certified Investment Research Analyst (CIRA®)
Certificate in Family Office Advising (FOA)

Certificate in Family Office Advising (FOA)
Certificate In Family Business Advising (FBA )

Certificate In Family Business Advising (FBA )
Certified Private Banking Manager (CPBM®)

Certified Private Banking Manager (CPBM®)
Chartered Debt Advisor (CDA)

Chartered Debt Advisor (CDA)
Chartered Retirement Advisor (CRA)

Chartered Retirement Advisor (CRA)

Certifications

Certificate In Financial Modeling (CIFM)

Certificate In Financial Modeling (CIFM)
Certificate In Investment Banking (CIIB)

Certificate In Investment Banking (CIIB)
Certificate In Multi-Asset Investment Strategy (CMIS)

Certificate In Multi-Asset Investment Strategy (CMIS)
Certificate In Treasury Management (CTM)

Certificate In Treasury Management (CTM)
Certificate In Banking (CIBA)

Certificate In Banking (CIBA)
Certificate In Trust & Estate Advisory (CTA)

Certificate In Trust & Estate Advisory (CTA)
Certificate In Fixed-Income Investing (FII)

Certificate In Fixed-Income Investing (FII)
Certificate In Corporate Valuation (CCV)

Certificate In Corporate Valuation (CCV)
Certificate In Financial Planning & Advisory (FPA)

Certificate In Financial Planning & Advisory (FPA)
Certificate In Wealth Management (WMA)

Certificate In Wealth Management (WMA)
Certificate In Derivatives Trading (CDT)

Certificate In Derivatives Trading (CDT)
Certificate In Portfolio Management (CPM)

Certificate In Portfolio Management (CPM)
Certificate In Project Finance (CPF)

Certificate In Project Finance (CPF)

Executive Education Programs

Alternative Investment Leaders Program(AIP)

Alternative Investment Leaders Program(AIP)
Fund Administration Leaders Program (FLP)

Fund Administration Leaders Program (FLP)
Family Office Advisors Program (FOA)

Family Office Advisors Program (FOA)
Mutual Fund Analyst (MFA)

Mutual Fund Analyst (MFA)
Equalified WealthTech Practitioner (EWP)

Equalified WealthTech Practitioner (EWP)

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