Wealth Management
The Wealth Management exam assesses a candidate's knowledge and skills in managing the financial assets of high-net-worth individuals and families. This certification covers investment strategies, financial planning, tax planning, retirement planning, estate planning, and client relationship management, providing a comprehensive understanding of how to preserve and grow wealth over the long term.
Who should take the exam?
- Financial Advisors: Professionals offering financial advice and services to clients.
- Wealth Managers: Individuals managing the financial portfolios of high-net-worth clients.
- Investment Advisors: Advisors focusing on investment strategies and portfolio management.
- Tax Advisors: Professionals offering tax planning and consulting services.
- Estate Planners: Individuals specializing in estate management and planning.
- Financial Planners: Professionals creating comprehensive financial plans for clients.
- Students and Academics: Individuals studying finance, investment, or wealth management.
- Consultants: Professionals advising clients on wealth management strategies.
Course Outline
The Wealth Management exam covers the following topics :-
- Module 1: Introduction to Wealth Management
- Module 2: Understanding Investment Strategies
- Module 3: Understanding Financial Planning
- Module 4: Understanding Tax Planning
- Module 5: Understanding Retirement Planning
- Module 6: Understanding Estate Planning
- Module 7: Understanding Client Relationship Management
- Module 8: Understanding Risk Management
- Module 9: Understanding Advanced Wealth Management Topics
- Module 10: Understanding Capstone Project