- Job Growth
- Career Satisfaction
|For which roles does it prepare you?||Relationship Management, Investment Management, Wealth Management, Private Wealth Management.
|What do I achieve?||During your 2-year training, you will study for and earn the following securities licenses: Series 65, CFA Level I, or CFP.|
|How long is the program?||24 months
|What is required to enter the program?||Bachelor’s (or equivalent) degree.
Be in the final year of a bachelor’s degree program.
At least 3 years of professional experience in a field outside the financial or investment management industries.
Background check required
|What is required to complete the program? ||Successfully complete all training provided by Global Advisers.Pass all examinations for your securities licenses.Demonstrate your knowledge of the investment management industry and of our products and services.
|Do I need to quit my job while I am in the program?||No. In the same fashion that part-time MBA programs are offered, the Transitionship program is flexible, allowing you to continue to earn your current income level while you complete your training and licensing.
|How much does the program cost?||There is no cost or fee associated with the program.*
|Do I need a degree in economics, finance, or business administration?||No. While we do require that all candidates have completed a 4-year degree from an accredited college or university, we accept any concentration. In fact, our experience tells us that a diverse educational background is often beneficial when dealing with complex issues involving investment management.