Wealth Manager
A wealth manager is a professional offering a combination of financial/investment advice, some tax planning services, and estate planning. Often, they work as a broker to buy and sell stocks on behalf of clients.
Product Description
What you will learn
Corporate Governance Principles, Portfolio Management Principles, Mastering Traded Funds (ETFs), Asset Allocation Principles, and Foreign Exchange Basics.
Who is this course for
Professionals in the Banking & Finance industry, Students who are pursuing Bachelor (Finance/Economics) MBA (finance), CA.
Our great offer
Wealth Manager
A wealth manager is a professional offering a combination of financial/investment advice, some tax planning services, and estate planning. Often, they work as a broker to buy and sell stocks on behalf of clients.