Jim Dobbs
@dobbseducation
Jim is an entrepreneur and financial educator.
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http://www.jimdobbs.com 08-08-2017 21:37:53
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The CPWA® (Certified Private Wealth Advisor®) certification is delivered through the Yale School of Management and teaches #FinancialAdvisors how to identify and analyze the challenges high-net-worth individuals face. Register for your CPWA® certification class here: iwicentral.org/3MxMOks
Do you qualify for the CIMA® certification? ☑️ 3+ years of experience in #FinancialServices ☑️ Completion of executive education program at one of several registered providers ☑️ Abide by the Investments & Wealth Institute's Code of Professional Responsibility Register here: iwicentral.org/3P5J2Ax
For October 2023, Investments & Wealth Institute is proud to spotlight Daniel Gao, CIMA®, CFP®, PMP®, Private Wealth Advisor, Managing Partner at LF. Learn which benefits Daniel finds valuable with his Investments & Wealth Institute membership: iwicentral.org/3LVz4PM #IWIMembershipSpotlight #IWIMembers