Partnership solidifies Mackenzie's leadership
in the Canadian alternative investments space and reinforces
ongoing commitment to education and accessibility
DENVER and TORONTO, July 19,
2022 /PRNewswire/ - The Investments & Wealth
Institute ("the Institute") today announced that Mackenzie
Investments ("Mackenzie"), one of Canada's leading asset managers, has become
the first financial services cohort in North America to officially participate in
their new Private Markets for Advisors training course,
launched in May 2022.
The course covers the key strategies of private equity, private
credit and real assets and offers insights into private markets
products, topics and investment approaches by combining
high-quality educational content with real-world applications from
industry-leading experts.
"As advisors seek alternative sources of return and income,
broader diversification and tools to fight inflation, alternative
investments are becoming increasingly attractive," said
Sean R. Walters, CAE®,
CEO, Investments & Wealth Institute. "This certificate program
was designed for investment professionals who wish to evolve their
practices by learning how to provide access to private market
solutions. We're thrilled that Mackenzie is taking an
education-first approach to help expand access to alternative
investments for Canadians looking to pursue more sophisticated
investment opportunities."
With a focus on continuing to build expertise in the private
markets space, Mackenzie's front-line sales team will be required
to complete the course and earn a certificate or a continuing
education credit. They will learn from private markets
subject-matter experts, who will share their hands-on experience,
helping to increase understanding and improve practical application
of private markets investments.
"Mackenzie's on a mission to make alternatives more accessible
to Canadian investors and the private markets space is one of the
fasting growing and most important within the category," said Gary
Chateram, Mackenzie's Co-head of Retail Distribution and Co-Chair,
Investment & Wealth Institute Canadian Advisory Board. "We
believe having trained private markets professionals will be a
benefit to helping advisors and is essential to growing
alternatives in Canada. The
knowledge and insights our people will absorb will play an
important role as we continue to educate advisors and investors
alike about the important role alternatives can play in portfolio
construction."
For information on the Investments & Wealth Institute's
Private Markets for Advisors course, please visit:
https://investmentsandwealth.org/private-markets-for-advisors. For
more information on Mackenzie Investments and its alternative
investment offerings, please visit:
https://www.mackenzieinvestments.com/en/investments/by-asset-class/alternative-investments
About the Investments & Wealth
Institute
Founded in 1985, the Investments & Wealth Institute is the
premier professional association, education provider, and standards
body for financial advisors. Through its award-winning events,
publications, courses, and acclaimed certifications — Certified
Investment Management Analyst® (CIMA®),
Certified Private Wealth Advisor® (CPWA®),
and Retirement Management Advisor® (RMA®) —
the Institute delivers Ivy
League-quality, highly practical education to more than
20,000 practitioners annually in over 40 countries. Members of the
Institute include the industry's most successful investment
consultants, advanced financial planners, and private wealth
managers who embrace excellence and ethics in applying a broad set
of knowledge and skills in their daily work with clients.
About Mackenzie
Investments
Mackenzie Investments is a leading investment management firm
with $184.7 billion in assets under
management as of June 30,
2022. Mackenzie provides investment solutions and related
services to more than one million retail and institutional clients
through multiple distribution channels. Founded in 1967, Mackenzie
is a global asset manager with offices across Canada as well as in Boston, Dublin, London, Hong
Kong and Beijing. Mackenzie
is a member of IGM Financial Inc. (TSX: IGM), one of Canada's premier financial services companies.
For more information, visit mackenzieinvestments.com.
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SOURCE Investments & Wealth Institute