Learning Paths, Courses, and Sections

With over 50 wealth management courses created, learning focuses on topics related to stewardship and educating families on wealth management fundamentals.

Learning Path: Within each program is a learning path, starting with a first introductory course; and continuing in a deliberate order so to prepare and educate the learner to advance to the following courses.

Courses: Defined as a series of modules contained within each area under one subject. Courses live within a program.

Sections: Within a module there are sections or a series of organized topics within each lesson.