- Duration / Course length: Upto 4 Hours Start now
- Accredited by: CiQCPD Qualification Standards
- Certificates:
- Course delivery: This course is delivered in video format
Course details
OverviewFrom 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 ;
Then you will learn the fundamentals of diversification, investment management and portfolio management. The course will end with lessons on taxation and estate planning.
Bonus Features Included:
- Free Transcript
- Free CPD Accredited PDF Certificate
- FREE Course: Diploma in Financial Management
- FREE Course: Presupuestos e Informes Financieros – Budgets and Financial Reports
Learning Outcomes
- Learn about the different aspects of wealth management
- Understand the core principles of asset management and financial management
- Develop the skills required for identifying and handling financial risks
- Familiarise yourself with the process of investment management
- Grasp a clear understanding of wealth management and taxation essentials
- Know the process of estate management
- Affordable, well-structured and high-quality e-learning study materials
- Meticulously crafted engaging and informative tutorial videos and materials
- Efficient exam systems for the assessment and instant result
- Earn UK & internationally recognised accredited qualification
- Easily access the course content on mobile, tablet, or desktop from anywhere, anytime
- Excellent career advancement opportunities
- Get 24/7 student support via email
- Asset Management
- Financial Planning
- Risk Management
- Taxation
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.
Are There Any Entry Requirements?
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.
Wealth Management Training Certification
After completing and passing the Wealth Management Training successfully, you will be able to obtain a Recognised Certificate of Achievement. Learners can obtain the certificate in hard copy at £ or PDF format at £
Career Path
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
Eligibility / Requirements
- No formal qualifications required
- Basic understanding of finance is helpful but not essential
- Open to aspiring professionals, finance students, career switchers, and business owners
- Learners should be aged 16 or over and have a good command of English
Job roles this course is suitable for:
Wealth Manager , Financial Planner , Investment Advisor , Portfolio Manager , Private BankerAbout John Academy
John Academy 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 course provider, we are aware of the fact that there are a lot of people out there who consider themselves to be very curious learners but the courses that they are interested in are not available at their convenient time and place. So, we have decided to give them a unique opportunity for them to learn and obtain necessary skills in a very convenient way at any time from anywhere.
Who We Are
We are an online course provider who wants to make sure that the students would be able to learn everything there is a need for them to learn regarding the course that they have enrolled in on our site. So, we see to it that they would be provided with the highest possible standard of online learning. That way, students would be able to use it in the real world – the employment world and at their desired field of interests.
Certification
After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24.
PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days.
