Understanding the Private Wealth Management Business

  • Level: Beginner
  • Duration: 8.5 hours  
  • Access: 1 Year
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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.
  • This course is only suitable for desktop use.

Course Features

#1 Shareable Certificate

Earn a certificate upon completion.

#2 100% Online Learning

Start straight away and learn at your own pace.

#3 Beginner Level

This course is suitable for anyone looking to understand the private wealth management business.

#4 Course Duration

Tutorial time of 8.5 hours.

#5 Accepted for CPE

Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.

What You Will Learn

1. Clients

  • Topic 1: Client Segmentation
  • Topic 2: Client Types
  • Topic 3: Client Perspectives, Attitudes, & Orientation

2. Ultra-HNWIs & Family Offices

  • Topic 1: UHNWI Clients
  • Topic 2: UHNWIs & Wealth Management
  • Topic 3: Family Offices

3. Client Investment & Wealth Allocation

  • Topic 1: Modern Portfolio Theory (MPT) & Private Client Needs & Risks
  • Topic 2: Client Asset Allocation & Investment Choices
  • Topic 3: Client Investment Allocation Framework

4. Client Acquisition & Relationship Management

  • Topic 1: Client Segmentation & Relationship Strategies
  • Topic 2: Client Portfolio Management
  • Topic 3: Client Acquisition

5. Becoming a Trusted Advisor

  • Topic 1: Building Client Trust
  • Topic 2: Skills of the Trusted Advisor
  • Topic 3: Nurturing Trust in Private Wealth Management

6. Behavioral Finance

  • Topic 1: Behavioral Finance & Investor Rationality
  • Topic 2: Investor Behavioral Biases

7. Compliance Considerations

  • Topic 1: The Compliance Function
  • Topic 2: Compliance in Private Wealth Management
  • Topic 3: Key Compliance Issues
Gain a professional certification in understanding the private wealth management business

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 Test your knowledge throughout each tutorial with
regular review questions
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

Meet Your CPE Requirements

Many examination bodies now mandate annual training, with some requiring alumni to complete up to 35 hours a year.

To support learners, Intuition Now works with key accrediting bodies including the Association of Chartered Certified Accountants and the Chartered Institute of Management Accountants to ensure our learning materials can be used to meet your CPE requirements.