The top 3 Wealth Management courses you need to take

1. Wealth Management & Family Office

4.6

(71)

The objectives of this course are to allow industry participants to obtain a better understanding of the emerging Family Office sector, a crucial growth area for the wealth-management industry worldwide. We will present a global landscape of Ultra-High Net Worth (UHNW) and their family offices (FO's) since the beginning of the 20th Century as well the current status of the sector, including key regional centres and their client specificities. Participants will leave with a better understanding of UHNW family dynamics and modern frameworks for family interactions. We will discuss shareholder & investor values and wealth management beliefs for entrepreneurial families as well as the structure of investment guidelines and risk vs. return targets. We will review contemporary industry standards that FO's and private funds use to set up their processes: IFRS, corporate codes, ESG, UN-PRI., as well as the use of these governance tools at the family and enterprise levels to strengthen management skills of the next generation (NextGen). Participants will learn details of family holding and family office organisational structures, their talent pool and operational platforms. We will discuss reporting packages used to monitor enterprise and portfolio risks. By the end of the course, participants will be better able to understand and address key needs and challenges of this critical client segment...

2. The Personal Finance and Wealth Management Masterclass

4.4

(334)

This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Lifetime Expenditures. We will cover Time Value of Money concepts in general and the Lifetime Expenditures exercise in particular. The Lifetime Expenditures exercise is typically taught in Finance Courses at the Undergraduate and MBA Levels.  We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. We will examine historical returns for Equities, Bonds, Private Equity, Real Estate, Commodities and Hedge Funds. We will discuss why Geometric averages are appropriate for Portfolio Management. We will also examine the Short Selling Process. Short Selling is used to benefit from a downturn in stock prices. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. We will examine the role of regulators in the United States and around the world. We will also examine the potential of Annuities to serve as a substitute for Pensions. We will examine the LIBOR Scandal which is often overlooked by some. Finally, we will examine Estate Planning...