Master Wealth Management: Ultimate 2024 Pro Guide
Focused View
1:53:06
1 - Introduction and classification.mp4
07:13
2 - Regulatory Classification.mp4
05:50
3 - Various Investment Avenues.mp4
08:56
4 - Understanding Mutual Funds.mp4
07:51
5 - Direct Private Equity.mp4
11:41
6 - Real Estate Funds.mp4
07:11
7 - Derivatives.mp4
10:09
8 - Call and Put options.mp4
10:32
9 - Risks involved.mp4
09:19
10 - Risk return.mp4
01:57
11 - Insurance.mp4
10:41
12 - Loans.mp4
11:50
13 - Financial Planning.mp4
08:10
14 - Financial Plan Example.mp4
01:46
More details
Course Overview
Transform into a trusted wealth management professional with this comprehensive course covering investment strategies, risk assessment, and financial planning techniques to build client wealth effectively.
What You'll Learn
- Foundations of wealth management including regulatory classifications
- Investment strategies across mutual funds, private equity, and derivatives
- Risk assessment and financial planning techniques with real-world examples
Who This Is For
- Aspiring wealth managers and financial advisors
- Finance professionals seeking advanced investment knowledge
- Entrepreneurs managing personal wealth and investments
Key Benefits
- Master client relationship management and ethical considerations
- Gain practical skills with financial planning tools and methodologies
- Understand insurance products and loans in wealth management
Curriculum Highlights
- Wealth management foundations & regulatory frameworks
- Investment avenues from mutual funds to real estate
- Financial planning techniques with practical examples
Focused display
Category
- language english
- Training sessions 14
- duration 1:53:06
- Release Date 2025/05/12
