Wealth Management program
Wealth management is a branch of financial services dealing with the investment needs of affluent clients.
Wealth Management utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage wealth.
This Course Include the information on the below Topics
ü Analytical Skills
ü analytical skills
ü discretion and trustworthiness
ü excellent communication skills
ü interest in the financial markets
ü strong focus on customer service
ü Introduction to Financial Planning.
ü Wealth Management and Economy.
ü Investment and Risk Management-Equity.
ü Investment and Risk Management-Debt.
ü Investing in Gold & Real Estate.
ü Investment Products and Services.
ü Investment Evaluation Framework.
ü Risk Profiling and Asset Allocation
ü Challenges of Wealth Management
ü Common Challenges of Wealth Management
This course helps us to understand the basic things of Wealth Management.
Note: Certificate will be provide at end of this course
Course Taken: Offline/Online mode available
Contact us for this Program:
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- No.93, Rivera nagar, 5th cross, K.Sathanur, KK Nagar, Trichy -620021
- 9944350024
- edutryinfo20@gmail.com