Training

  • PFM’s intensive ten-week training program is regarded as one of the best in our industry. We invest a tremendous amount of time, effort, and resources upfront in training our Analysts, and we feel the rewards are significant for both employees and our clients. Regardless of the focus of your college education, our training program will provide you with the tools and the confidence to contribute and make a difference right away.

    Training is the foundation for success at PFM, and it never stops. In addition to the initial training program, our Analysts experience on-the-job, hands-on learning side by side with experienced financial advisory and investment professionals. Our goal is to mentor professionals throughout their careers at PFM to ensure that their growth continues.

    Our ultimate objectives? To enhance your development as an individual and as a professional, to enable you to have not just a job, but a rewarding career, and most of all, to allow you to best serve our clients.

    Hear more about our training program from PFM professionals.

  • Training at PFM is very intense, and it really provides a foundation for everything you do throughout your career here, and for the successes you can achieve.

    Sergio Masvidal

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