Introduction to Wealth Management offered by Corporate Finance Institute
Introduction to Wealth Management at CFI Overview
Introduction to Wealth Management
at CFI
A comprehensive overview of the financial planning and wealth management industry
Duration | 3 hours |
Total fee | Free |
Mode of learning | Online |
Official Website | Explore Free Course  |
Credential | Certificate |
Introduction to Wealth Management at CFI Highlights
Introduction to Wealth Management
at CFI
- Earn a certificate after completion of the course
- Opportunities to work on real-life client scenarios
- Assessments and Feedback
Introduction to Wealth Management at CFI Course details
Introduction to Wealth Management
at CFI
Skills you will learn
What are the course deliverables?
- Financial Planning and Wealth Management
- Net Worth and Investible Assets
- Wealth and Estate Planning Services
- Financial Planning for Life Stages
- Investment Management
More about this course
- This course provides a comprehensive introduction to the financial planning and wealth management space
- Aspirants 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 aspirants will need to succeed as a financial advisor or private banker and will walk through the various planning services provided by wealth managers
- They 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 to Wealth Management
at CFI
Introduction
Overview of Wealth Management
What is Wealth Management
Clients and Advisors
Career Paths in Wealth Management
Trends in Wealth Management
Wealth and Estate Planning Services
Services by Client Segment
Financial Plannning By Life Stage
Retirement Planning Model
Transferring Wealth
Investment Management
Investment Management Process
Risk Profiles
Asset Clases By Client Segment
Fixed Income
Qualified Assessment
Other courses offered by CFI
Introduction to Wealth Management
at CFI
Student Forum
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Introduction to Wealth Management at CFI Contact Information
Introduction to Wealth Management
at CFI
Address
2E/25, Jhandewalan Extension, Block E 2, Jhandewalan, Delhi,
New Delhi
Delhi - Other ( Delhi)
Phone
Email
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