Booking options
£24.99
£24.99
On-Demand course
4 hours 30 minutes
All levels
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.
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
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
Asset Management
Financial Planning
Risk Management
Taxation
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.
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.
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.
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 |