Introduction to the Wealth Environment

This introduction paints the big picture of the wealth environment and how it cycles through changes. Learn the basics of global economics and how this impacts wealth generation as well as the risks to maintaining wealth in all parts of the world.

•Global Economy •Economic Cycles •Risk Factors •Impact on Wealth Creation & Retention

No sessions currently available. Contact client services to get the next available date.
New Private Bankers; New Wealth Advisors; Brokers who are going to cover broader wealth solutions; Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management; Individuals working in the finance arena
No advance preparation required.
Students will be able to:
  • Understand the basics of global economics
  • Understand the relationship between economics and wealth generation
  • Understand the risks to maintaining wealth in all parts of the world.
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Part 1 of the The Wealth Management Program
What Determines Global Economy: 4 Factors:
  • Consumer Spending
  • Business Spending
  • Government Spending
  • Exports – Imports

Economic Cycles

  • Impacts
  • - Inflation
  • - Share prices/cost of borrowing
  • - Spending
  • - Confidence
  • Key Economic Indicators
  • - GDP
  • - Unemployment
  • - Inflation
  • - Trade balace
  • - CPI
  • - PPI
  • - Housing
  • International implications

7 Types of Wealthy Clients

  • Impacts on wealth generation at each stage of economic cycle

Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process, and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

Lunch included for all students taking day classes.