Wealth Management

New York Institute of Finance

ITEM ASMA0452

Self Paced Course

Available Now
Online

$229.00

video_library

Online (Self-paced)

update

4 Hours

language

English

school

Professional

Virtual Series Course

Available Now
Virtual (Part-Time)

$229.00

video_library

Online (Self-paced)

update

4 Hours

language

English

school

Professional


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17

Wealth Management

This series 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.

This curriculum is made up of the following modules:

 
 
Program Details (NASBA) View
Program Level Basic
Prerequisites This course has no prerequisites.
Advance Preparation No advance preparation required.
Recent Revision Date January 6, 2015
Instructional Delivery Method QAS Self Study
Field of Study Management Advisory Services

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Duration : 1 hour

  • Determining the client's time horizon
  • Determining the client's risk tolerance
  • Determining the client's tax rates and implications
  • Constructing an appropriate investment approach

Duration : 1 hour

  • Defining duration
  • Immunizing a portfolio
  • Duration of stocks
  • Mixing duration
  • Duration and risk

Duration : 1 hour

  • Diversification and the different investment vehicles
  • Assets, not investments
  • Investments as assets
  • Picking asset classes

Duration : 1 hour

  • Choosing an asset mix
  • Mutual funds vs. direct investment
  • Market timing vs. dollar averaging
  • Which investments, which account
  • Planning for the next generation