Description
Wealth management clients expect more than basic products from their advisors. Beyond credit and deposit services, clients expect proactive and holistic wealth advice. This certificate program prepares private bankers with knowledge about integrated wealth planning and advice, investment and asset management strategies, legal entity structures used to manage wealth (including trusts), and techniques for engaging with clients with high net worth.
Required Courses
You must complete the following included courses to earn your certificate:
The estimated time to complete the 38 required courses is approximately 28 hours.