Basics Of Wealth & Asset Management

Basics Of Wealth & Asset Management
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz

What you’ll learn
Segment the market and identify the unique needs of High-Net-Worth clients.
Conduct deep client discovery to accurately assess risk tolerance and capacity.
Design comprehensive financial, retirement, and estate planning strategies.
Understand the mechanics of trade execution, clearing, and the modern wealth-tech stack.
Navigate strict regulatory frameworks, including AML, KYC, and Fiduciary Duty.

Requirements
No previous experience is necessary.

Description
Finance Professionals, Accountants