Wealth Management (Level 4)" isdesigned to deepen participants' understanding of estate planning, protection product solutions, retirement planning, and investment strategies within the wealth management domain. Participants will delve into key concepts such as estate planning principles, life assurance, retirement age implications, performance attribution techniques, and equity strategies. The course also covers essential topics in economics and investment analysis, providing a comprehensive framework for effective wealth management.
Define the key concepts in estate planning.
List the factors to be considered when identifying suitable protection product solutions and when selecting product providers.
Apply the basic principles of life assurance.
Evaluate the impact of intended retirement age on retirement planning
Understand the use of performance attribution techniques.
Compare between the main equity strategies.
Senior Wealth Managers=Financial Advisors and Planners=Investment Analysts=Estate Planning Professionals
