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CPD finance online courses e-Learning CPD for accountants

Online management, finance and business courses to suit your learning needs, budget and schedule. As well as the merit of their content, courses can count as structured & verified, CPE / CPD for accountants.

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CPD Business / Finance Course Package

Private Wealth Management for High Net Worth Clients

As your clients grow inevitable some will be offered private banking and / or wealth management services.

 

This series of courses will introduce you to both private banking and wealth management. It will inform you as to the different forms of both, what they offer clients, the type of relationship they have with clients and how they make their money.

 

The courses included in this package are the same courses that many financial institutions offer their staff.

 

There are 8 individual courses in this package. You can click on the course titles below for a detailed description of each.

 

You save €51 by purchasing this package as opposed to purchasing the 8 courses individually.

 

Courses

Private Wealth Management - Structure Products

Private Wealth Management - An Introduction

Private Wealth Management - Clients

Private Wealth Management - UltraHNWIs Family Offices

Private Wealth Management - Client Investment Wealth Allocation

Private Wealth Management - Client Acquisition Relationship Management

Private Wealth Management - Becoming a Trusted Advisor

Private Banking Wealth Management - Financial Planning

Registration Information

Duration:9.50 hours
Cost: 269.00   VAT*
Access:

Once purchased you will be able to access all the courses included in this package anytime within 365 day from the date of purchase. Even after that time you will still be able to access (print off / view) your certificates for completed courses even if the courses themselves have expired.



 
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Pages for : ACCA P3 Students
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