Within the world of finance, there are many methods one could utilise to increase their wealth. Investing may be the ideal solution for those who desire to generate an income passively. 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 on to dependents. Wealth management relies on careful analysis of specific financial markets and those who influence them.
Developing client profiles allows investors to carefully assess their behaviours, demographics, and buying patterns. This knowledge will provide insight into 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 risks, which need to be mitigated and minimised to ensure no financial loss.
Upon completion of this course, participants will be able to:
This course is designed for anyone 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 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 on their ideal investments.
Section 1: Introduction to Wealth Management
Section 2: Investment Planning
Section 3: Risk Reduction to Protect Wealth
Section 4: Evaluating Investments and Portfolio Performance
Section 5: Transferring Wealth
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Accreditation Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.