An experienced investment professional, Norman Nabhan has served as the managing director of institutional consulting services with Graystone Consulting at Morgan Stanley for the past four decades. In addition to his professional responsibilities, Norman Nabhan maintains membership in the Investments & Wealth Institute, formerly known as the Investment Management Consultants Association. He served on its Board for 6 years and served as President of IMCA for 2 years. He subsequently Chaired its Certification Committee.
In 2013, IMCA conferred the honor of Director Emeritus to Nabhan.
In late 2017, the Investments & Wealth Institute announced a new joint initiative with the Options Industry Council to help educate advisors about options trading. The new online course is called Fundamentals of Exchange-listed Options and was put together after a recent study showed that advisors tend to not be as confident about options as they are other products. It will cover a wealth of options-related topics, such as the overall role of options in portfolios, what roles the buyer and seller play in options trading, and tips to deal with market volatility. Many certified professionals in the financial planning, investment management, and retirement management industries will be able to earn continuing education credits for the program.
In 2013, IMCA conferred the honor of Director Emeritus to Nabhan.
In late 2017, the Investments & Wealth Institute announced a new joint initiative with the Options Industry Council to help educate advisors about options trading. The new online course is called Fundamentals of Exchange-listed Options and was put together after a recent study showed that advisors tend to not be as confident about options as they are other products. It will cover a wealth of options-related topics, such as the overall role of options in portfolios, what roles the buyer and seller play in options trading, and tips to deal with market volatility. Many certified professionals in the financial planning, investment management, and retirement management industries will be able to earn continuing education credits for the program.