
Xavora Holloway
Introduction to Wealth Management
February 21, 2023
68493806
Xavora Holloway
This Introduction to Wealth Management course provides a comprehensive introduction to the financial planning and wealth management space. You will learn what wealth management entails, the different client segments in the wealth management universe, and the career paths available within financial planning and wealth management. This course will introduce the skills that you need to succeed as a financial advisor or private banker and will walk you through the various planning services provided by wealth managers. Finally, you will step through the traditional and alternative asset classes accessible at the different levels of wealth management.
Skills / Knowledge
- Wealth Management
- Financial Planning
- Estate Planning
- Investment Management
Issued on
February 21, 2023
Expires on
Does not expire