Welcome to Wealth Management University
Welcome to Wealth Management University, a comprehensive professional development and training solution for financial advisors, bank and trust professionals, and pension administrators. Wealth Management University can help firms accomplish several goals at once, by offering a method for training employees on industry topics, a method to obtain product training on SunGard's wealth management solutions, and a resource to earn continuing education credits for professional designations.
Wealth Management University helps:
- Improve productivity and efficiency by offering a single source for the education of wealth management professionals
- Increase transparency through automated reporting and tracking
- Improve retention of wealth management professionals by showing commitment to employee development
- Save time and travel expenses via Web delivery
- Meet governance, risk and compliance requirements