Wealth management is evolving with global markets, digital assets, and changing investor expectations. As financial landscapes grow more complex, professionals need a clear understanding of products, clients, and regulations. This course provides a thorough foundation in wealth management, covering market structures, client profiling, asset classes, portfolio construction, and the role of wealth managers. It prepares you to serve a diverse clientele with informed financial advice and tailored strategies.
This course covers the fundamentals of wealth management, including client types, financial markets, and investment products. You will learn about portfolio construction, trade processes, private equity, derivatives, structured products, and regulatory frameworks. Key concepts like client onboarding, risk profiling, and performance evaluation are also explained in detail.
