Wealth Management Training

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.

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.

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

This course is accredited by CPDQS and CIQ of the United Kingdom

• Module 01: Introduction to Wealth Management
• Module 02: Asset Management
• Module 03: Financial Planning
• Module 04: Risk and Return
• Module 05: Diversification
• Module 06: Investment Management
• Module 07: Portfolio Management - I
• Module 08: Portfolio Management - II
• Module 09: Wealth Management and Taxation
• Module 10: Estate Planning

We are a company who is best known for offering awarding body accredited online courses that are available for anyone who wishes to acquire a certification and take their professional life to the next level.

As an online learning site, we are aware of the fact that there are a lot of people out there who considers themselves to be a curious learner but the courses that they are interested in are not available in the area. So, we have decided to give them a chance to learn in a convenient way – in their own convenient place and time.