SunGard Launches Wealth Management University Professional Development Solution

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

SunGard has launched Wealth Management University, a professional development and training solution for financial advisors, bank and trust professionals, and benefit administrators. Wealth Management University provides financial services companies with an educational program 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 programs. Wealth Management University combines SunGard’s benefit administration online training offerings with a new advisor-focused course curriculum provided by the training and compliance solutions company, CFM Partners. Wealth Management University’s latest advisor course offerings on financial planning, investment products, and ethics are aligned with Certified Financial Planners Board of Standards (CFP®) requirements and guidelines, providing current content to help advisors 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, said, “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.”

About CFM Partners
CFM is a Governance, Risk and Compliance (GRC) firm based in Washington, DC. Founded in 1995, CFM works with global financial services companies to implement comprehensive Web-based policy management and education solutions. As a knowledge-based company, CFM is staffed with industry experts — former compliance professionals, traders, portfolio managers, and financial advisors — who understand the financial services markets and the regulatory environment.

About SunGard’s Wealth Management solutions
SunGard is a leading provider of wealth management solutions that help banks, trust companies, brokerage firms, insurance firms, benefit administrators and independent advisors acquire, service and grow their client relationships. For more information, visit

About SunGard
SunGard is one of the world's leading software and technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. For more information, visit

Trademark Information: SunGard and the SunGard logo and WealthStation are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.


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Adriana Senior

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