Advanced Wealth Management Technical Skills
- Description:
At an advanced level, the course provides delegates with a working knowledge of the various financial markets, asset classes, investment considerations when advising High Net Worth clients. The main essence of the course is to significantly build the investment knowledge of advisers, to equip them to build their clients trust & confidence.
At an advanced level, the course provides delegates with a working knowledge of the various financial markets, asset classes, investment considerations when advising High Net Worth clients. The main essence of the course is to significantly build the investment knowledge of advisers, to equip them to build their clients trust & confidence. - Objectives:
N/A
- Audience:
The course is intended for Wealth Managers, who wish to broaden & enhance their current technical knowledge. It is particularly relevant to those who perhaps are new to the role or have yet to achieve their full potential.
- Prior Knowledge:
None assumed.