From financial planning to risk management, a wealth manager has to carry out a wide range of duties. Learn the skills to fulfil these responsibilities with expertise from the exclusive Wealth Management Training course. This online training program will help you grasp the core skills within a few steps, making it ideal for anyone aiming to excel in lgt wealth management or pursue wealth management manager jobs.

The course is divided into 10 comprehensive modules, where each module will cover different areas of wealth management. In the first module, you will develop a basic understanding of wealth management, focusing on the principle that health is wealth and how it ties into financial well-being. The next three modules will cover asset management, financial management, and risk management, helping you gain insights used by leading firms like db wealth management.

Then you will learn the fundamentals of diversification, investment management, and portfolio management, all essential skills for wealth planning and maximising wealth management income. The course will end with lessons on taxation and estate planning, ensuring you can manage both personal and client wealth while maintaining a strong health & wealth balance.