Description

Overview

From financial planning to risk management, a wealth manager has to carry out a wide range of duties. Learn the skills to fulfil these responsibilities with expertise from the exclusive Wealth Management Training course. This online training program will help you grasp the core skills within a few steps.

The course is divided into 10 comprehensive modules, where each of the modules will cover different areas of wealth management. In the first module, you will develop a basic understanding of wealth management. The next three modules will cover asset management, financial management and risk management.

Then you will learn the fundamentals of diversification, investment management and portfolio management. The course will end with lessons on taxation and estate planning.

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Learning Outcomes

Learn about the different aspects of wealth management

Understand the core principles of asset management and financial management

Develop the skills required for identifying and handling financial risks

Familiarise yourself with the process of investment management

Grasp a clear understanding of wealth management and taxation essentials

Know the process of estate management

Why Take This Course From John Academy?

Affordable, well-structured and high-quality e-learning study materials

Meticulously crafted engaging and informative tutorial videos and materials

Efficient exam systems for the assessment and instant result

Earn UK & internationally recognised accredited qualification

Easily access the course content on mobile, tablet, or desktop from anywhere, anytime

Excellent career advancement opportunities

Get 24/7 student support via email

What Skills Will You Learn from This Course?

Asset Management

Financial Planning

Risk Management

Taxation

Who Should Take this Wealth Management Training Course?

Whether you're an existing practitioner or an aspiring professional, this course is an ideal training opportunity. It will elevate your expertise and boost your CV with key skills and a recognised qualification attesting to your knowledge.

Are There Any Entry Requirements?

This Wealth Management Training is available to all learners of all academic backgrounds. But learners should be aged 16 or over to undertake the qualification. And a good understanding of the English language, numeracy, and ICT will be helpful.

Wealth Management Training Certification

After completing and passing the Wealth Management Training successfully, you will be able to obtain a Recognised Certificate of Achievement. Learners can obtain the certificate in hard copy at £14.99 or PDF format at £11.99.

Career Pathâ

This exclusive Wealth Management Training course will equip you with effective skills and abilities and help you explore career paths such as

Wealth Manager

Financial Planner

Financial Advisor

Estate Planner

Module 01: Introduction to Wealth Management
	Introduction to Wealth Management	00:35:00
Module 02: Asset Management
	Asset Management	00:25:00
Module 03: Financial Planning
	Financial Planning	00:20:00
Module 04: Risk and Return
	Risk and Return	00:35:00
Module 05: Diversification
	Diversification	00:30:00
Module 06: Investment Management
	Investment Management	00:25:00
Module 07: Portfolio Management - I
	Portfolio Management-1	00:25:00
Module 08: Portfolio Management - II
	Portfolio Management- II	00:25:00
Module 09: Wealth Management and Taxation
	Wealth Management and Taxation	00:30:00
Module 10: Estate Planning
	Estate Planning	00:20:00
Order Your Certificate and Transcript
	Order Your Certificates and Transcripts	00:00:00

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Wealth Management Training

By John Academy

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