Introduction to Wealth Management offered by Corporate Finance Institute
5.0 /5Introduction to Wealth Management at CFI Overview
Duration | 3 hours |
Total fee | Free |
Mode of learning | Online |
Official Website | Explore Free Course  |
Credential | Certificate |
Introduction to Wealth Management at CFI Highlights
- Earn a certificate of completion from Corporate finance Institute
Introduction to Wealth Management at CFI Course details
- For anyone interested in pursuing a career in financial planning and wealth management
- Describe the various services that make up wealth management
- Outline the various career paths within wealth management
- Understand how wealth management is segmented by client type
- Explain the skills needed for success in wealth management
- Build a simple retirement planning model in Excel
- Outline the various asset classes available to wealth management clients
- This Introduction to Wealth Management course provides a comprehensive introduction to the financial planning and wealth management space
- You will learn what wealth management entails, the different client segments in the wealth management universe, and the career paths available within financial planning and wealth management
- This course will introduce the skills that you need to succeed as a financial advisor or private banker and will walk you through the various planning services provided by wealth managers
- Finally, you will step through the traditional and alternative asset classes accessible at the different levels of wealth management
Introduction to Wealth Management at CFI Curriculum
Introduction
Introduction
Downloadable Files
Overview of Wealth Management
What is Wealth Management Free Preview
Clients and Advisors Free Preview
Career Paths in Wealth Management Free Preview
Personal vs. Institutional
Trends in Wealth Management
Poll: Who Are the Top Global Wealth Managers?
Client Segments
Net Worth Calculator
Net Worth vs. Investible Assets
Interactive Exercise 1
Financial Planning vs. Wealth Management
Client Journey
Relationship Managers
Interactive Exercise 2
Risk, Legal, and Compliance
What It Takes
Poll: Do You Have What It Takes?
Skills for Success
Wealth and Estate Planning Services
Services by Client Segment
Financial Planning by Life Stage
Retirement Planning Model
Building the Retirement Planning Model
Transferring Wealth
Trusts
Life Insurance
Interactive Exercise 3
Business Succession Planning
Charitable Giving
Financing and Lending
Family Governance
Family Offices
Investment Banking
Interactive Exercise 4
Investment Management
Investment Management Process
Advisory vs. Discretionary Investment Services
Risk Profiles
Interactive Exercise 5
Asset Classes by Client Segment
Fixed Income
Equity
Mutual Funds and Exchange Traded Funds
Foreign Exchange
Commodities
Interactive Exercise 6
Hedge Funds
Private Equity
Accredited Investors
Real Estate
Art
Wine
Poll: Recommended Portfolio?
Interactive Exercise 7
Qualified Assessment
Qualified Assessment
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Introduction to Wealth Management at CFI Students Ratings & Reviews
2 Ratings- 4-52
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Introduction to Wealth Management at CFI Contact Information
2E/25, Jhandewalan Extension, Block E 2, Jhandewalan, Delhi,
New Delhi
Delhi - Other ( Delhi)