January 2024 Course Releases
Our content team is always hard at work creating new courses, challenges, assessments, and more to keep our learners at the top of their game! Below is a summary of all the new learning content we released and refreshed in January 2024.
You can always find everything new we have been working on through our website's "What's New" section.
| Course Name | Program/Topic | What You'll Learn |
|---|---|---|
| Equity Allocation for Wealth Management | FPWM | The essential foundations of equity allocation include different types of equity models and investment approaches. |
| Advanced Tableau - Table Calculations | BIDA | How to solve and answer common business questions using Table Calculations in Tableau. |
| Options Strategies for Wealth Advisors | FPWM | Examine select strategies that will complement the Wealth Management services that an Advisor provides clients with, either by boosting the income generated off their portfolio or by protecting their capital from broad or specific types of risk. |
| Leading Organizational Change | Leadership Effectiveness | the knowledge and tools to understand the factors that can cause organizational change and how they can successfully lead their team through a successful implementation. |