Career Paths

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

A wealth manager is a professional who provides a comprehensive range of financial services, including investment advice, tax planning, and estate planning. Typically functioning as a broker, they facilitate the buying and selling of stocks on behalf of their clients. Wealth managers aim to optimize their clients’ financial portfolios, helping them achieve their financial goals while considering factors such as risk tolerance and long-term planning. In addition to managing investments, they offer expertise in tax strategies and estate planning to enhance overall financial well-being.
Access to all 20 Courses.

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.
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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.