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SunGard launches Wealth Management University


SunGard has launched Wealth Management University, a professional development and training solution for financial advisers, bank and trust professionals, and benefit administrators.

Wealth Management University provides financial services companies with an educational programme for training employees, offers the ability to earn continuing education credits for their professional designations, and delivers product training on SunGard’s wealth management solutions.

Wealth Management University provides a subscription-based, audience-appropriate curriculum, hosted via a Web-delivered learning management system that aligns to a firm’s business model. The solution includes the flexibility to subscribe to full topic areas, specific curriculum or a la carte programmes.

The solution combines SunGard’s benefit administration online training offerings with a new adviser-focused course curriculum provided by the training and compliance solutions company, CFM Partners.

Wealth Management University’s latest adviser course offerings on financial planning, investment products, and ethics are aligned with Certified Financial Planners Board of Standards requirements and guidelines, providing current content to help advisers meet governance, risk and compliance requirements and keep pace with industry changes. These online courses are complemented with a full range of instructor-led product training.

Wealth Management University will begin providing SunGard’s WealthStation product training on-demand by the end of 2010.

Blaine Maxfield, chief operating officer of SunGard’s wealth management business, says: “Professional development programs can help firms enhance productivity and retention. By providing 24/7 access to courses, a streamlined tracking and reporting process, and a curriculum that meets both professional and compliance needs, SunGard’s Wealth Management University can help firms reduce the time and cost of training and continuing education while enriching and developing the skills of their staff.”

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