Wealth Management - eLearning
The growth of wealth across the globe requires the sharpest of skills in credit, asset management, alternative Investments, and estate planning to capture this business. Consultative selling and financial management solutions along with product skills will assist you in securing new clients and becoming the trusted provider of choice for all their needs. The new three-week Wealth Management program from the New York Institute of Finance can help new private bankers and wealth advisors achieve these goals
Highlighted Course
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. Learn more!
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