Introduction to Wealth Management | What do you mean by wealth management? What is the introduction of wealth manager? What is wealth management and explain its scope? What are the key concepts of wealth management?

Introduction to Wealth Management

A comprehensive overview of the financial planning and wealth management industry.

Overview

Introduction to Wealth Management Course Overview

This Introduction to Wealth Management course provides a comprehensive introduction to the financial planning and wealth management space. You 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 you need to succeed as a financial advisor or private banker and will walk you through the various planning services provided by wealth managers. Finally, you will step through the traditional and alternative asset classes accessible at the different levels of wealth management. 

Modules Explored:

• Financial Planning and Wealth Management
• Net Worth and Investible Assets
• Wealth and Estate Planning Services
• Financial Planning for Life Stages
• Investment Management

Upon completing this course, you will be able to:

• Describe the various services that make up wealth management
• Outline the various career paths within wealth management
• Understand how wealth management is segmented by client type
• Explain the skills needed for success in wealth management
• Build a simple retirement planning model in Excel
• Outline the various asset classes available to wealth management clients

What you'll learn

 

Lesson

 

Multimedia

 

Exams

 

Files

 

1. What is Wealth Management Free Preview
3. Clients and Advisors Free Preview
5. Career Paths in Wealth Management Free Preview
7. Personal vs. Institutional
9. Trends in Wealth Management
11. Poll: Who Are the Top Global Wealth Managers?
13. Client Segments
15. Net Worth Calculator
17. Net Worth vs. Investible Assets
19. Interactive Exercise 1
21. Financial Planning vs. Wealth Management
23. Client Journey
25. Relationship Managers
27. Interactive Exercise 2
29. Risk, Legal, and Compliance
31. What It Takes
33. Poll: Do You Have What It Takes?
35. Skills for Success