Understanding the Private Wealth Management Business
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Level: Beginner
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Duration: 8.5 hours
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Access: 1 Year
Learn about the wealth management business in detail, including the different types of client and their needs, the challenges associated with managing client relationships, and the key compliance issues in the industry today.
Course Outline
Private wealth management is the professional provision of specialist support to high net worth individuals (HNWIs), who have far-reaching and often complex needs. The management of these individuals and their vast wealth requires significant skills and expertise across a wide range of functions and roles. At the heart of this are relationship managers who are the link between clients and the wealth management organization. But there are numerous others than play a vital part in managing HNWIs, including investment management experts, wealth planners, and various support roles.
This course describes the skills and knowledge required of those working in wealth management
What You Will Learn
Topic 1: Clients
Topic 2: Ultra-HNWIs & Family Offices
Topic 3: Client Investment & Wealth Allocation
Topic 4: Client Acquisition & Relationship Management
Topic 5: Becoming a Trusted Advisor
Topic 6: Behavioral Finance
Topic 7: Compliance Considerations
Gain Industry Knowledge and a Certification
Test your knowledge throughout each tutorial with
regular review questions.
regular review questions.
End each tutorial with a short, graded test designed to enhance knowledge retention.
Gain a shareable professional certification.