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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