Introduction to Wealth Management
course

Introduction to Wealth Management

Learn the scope and process of wealth management, including how to group clients based by net-worth.

Bankers Academy
Updated Jun 25, 2024

What you'll learn

  • The duties of the wealth manager.
  • Relationship building, communication, and presentation.
  • Performance measurement.
Course Description

This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends.