become certified for contributing to the wealth management industry for your creative and outside-the-box thinking, learning how to welcome some of the wealthiest people to work with brands you believe in.

What is a Certificate in Wealth Management Marketing™?

  • A degree that showcases to the wealth management industry that you know marketing best practices as they pertain to the investor community

  • A vote of confidence to your current and/or future employers that you have the knowledge and expertise around content creation, branding and messaging for investors

  • A degree from one of the most reputable marketing firms in the wealth management industry

  • Average salaries for Wealth Management Marketers range from $100,000 to $300,000! Get Certified Today!

Read more about this certification

Interested in learning more about becoming a Certified Wealth Management Marketing professional, with salaries that can range upwards of $200,000 per year? Read more!

What does the program look like?

  • Three months of intensive training via Zoom, meeting 2x a week with tests along the way to complete various projects

  • Choose from a menu of areas you want to focus on, such as social media, video production, design, content creation, website, SEO or more.

  • One-on-one training with Amy Parvaneh and our team of trainers to help you develop your own methodology and business plan for growing your practice

  • Ability to learn the most high-impact components of investor marketing including:

    • Selling an intangible service

    • Humanizing a brand to the investor community

    • Ultra high net worth marketing

    • Website design, development and upkeep for the wealth management industry

    • Working with marketing compliance

    • Content creation to provide in this industry

    • Sales skills around where to source new opportunities and how to execute your plan on behalf of your employer

  • A chance to customize and tailor parts of the program to various niche markets

  • At graduation (assuming you meet our standards), a certificate to showcase on your resume, as well as a letter of recommendation from our founder, Amy Parvaneh.

  • This program is geared towards professionals with a focus on marketing within an organization. If you are a financial advisor looking for personal marketing, or the CEO of your firm and would like to learn about our Outsourced Marketing Programs, please visit our Advisor Marketing page.

Interested? Learn More by scheduling an introductory call with us.