Wealth Management - OnlineThis curriculum covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies. It concludes with a case study integrating several issues common to wealth management that shows the banker/investment advisor how to apply these techniques to real-world situations. Please note that this is a curriculum of individual course modules. You will need to pass each module exam in order to qualify for a certificate of completion.
This is an asynchronous eLearning program that can be accessed 24/7 from any internet enabled computer. |