Wealth Management

Wealth Management

  • Course Description

    The wealth advisor plays an invaluable role in helping clients choose the proper investments in which to invest their hard-earned savings not only to maximize returns but also to manage risk and address financial goals.
    This wealth management course helps advisors provide accurate guidance to clients on how best to accumulate and preserve wealth.

  • Course Objectives
    • Increase their depth of knowledge in key areas of private wealth management
    • Learn the latest in modern portfolio theory, global markets, asset allocation, family governance, and manager selection
    • Undertake budget, savings, and debt planning
    • Examine retirement planning, annuity based financial products and estate planning
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