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 Jul 27, 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.
