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Introduction to wealth management

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Course type: Online Instructor led Course

Platform: Skype

Course ID: 17014

Course type: Online Instructor led Course

Platform: Skype

Students Interested 0 (Seats Left 0)

₹ 300

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Sai Kiran picture
Sai Kiran

MBA

5 Years of Experience

About Sai Kiran

Hands on IT domain experience
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About the Course

This will give an overview about the various aspects of wealth management, SDLC of wealth management, Asset allocation etc

Topics Covered

Wealth management overview
Role of financial advisor
SDLC of wealth management
Asset allocation
Front office and Back office operations

Who should attend

Anyone

Pre-requisites

Skype

What you need to bring

Nothing

Key Takeaways

An idea about the wealth management

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Students Interested 0 (Seats Left 0)

₹ 300

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