Enrol in the Wealth Manager course and gain expertise in providing investment advice; tax planning; and property ownership services to clients with substantial savings or significant funds. This tutorial will equip you with skills to excel in the financial sector by guiding wealthy clients in making informed financial decisions. The course covers financial planning; diversification; performance measurements; and more; making it an invaluable resource for aspiring professionals in this lucrative market. Note: This course is intended for personal development only and does not provide regulated qualification.
We create interactive video-based e-learning courses in a variety of subjects at Elearning Solutions, including Health and Safety, Social Care, and Business Skills. Our vast catalogue of approved and accredited online courses is available through our Distribution Partner Network, making us the ideal online training partner for a variety of industries.