Within the world of finance, there are a vast number of methods one could utilise to increase their wealth. For those who desire to generate an income passively, investing may be the ideal solution. Despite the passive element, investing is a complex process that requires great competency to reduce financial risk.
Effective wealth management is essential for those wanting to build their finances. The fundamentals of wealth management encompass factors such as protecting wealth, preserving value and passing it onto dependents. Wealth management relies on careful analysis on specific financial markets and those who influence it.
Developing client profiles allow for investors to carefully assess their behaviours, demographics and buying patterns. This knowledge will provide insight on market trends and what would offer the highest returns. Alongside client profiles, it is crucial to evaluate the risk of each transaction. Every investment will come with risk, and these need to be mitigated and minimised to ensure there is not a financial loss.
This course is designed for anyone who is involved in the investment market who wishes to advise on or carry out successful investments. It would be most beneficial for:
This course uses a variety of adult learning styles to aid full understanding and comprehension. Participants will review existing client profiles to highlight key characteristics that may heavily influence their decisions.
The participants will be involved in a variety of learning exercises, including a combination of seminars, group discussions, video materials and practical activities. These will ensure the participants are able to develop a full and comprehensive understanding of the taught content. Utilising the provided examples, they will have the opportunity to create their own client profiles and decide their ideal investments.