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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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Business Finance CPD Online Course Description

Private Banking Wealth Management - Financial Planning

On completion of this tutorial, you will be able to:

- outline the role of financial planning in wealth management
- describe the key areas of financial planning

Tutorial Overview
Financial planning is the process by which wealth managers assess their clients' current economic situation and help them structure realistic long-term financial goals. Such planning is the foundation of successful wealth management. The plan must be vigorous enough to accomplish a client's goals, but flexible enough to meet the client's changing needs. This tutorial looks at the key elements of financial planning, such as investment planning, tax and estate planning, retirement planning, and emergency funds.

Prerequisite Knowledge
Private Banking & Wealth Management - An Introduction

Tutorial Level: Introductory
Tutorial Duration: 60 mins

Registration Information

This short online course can be purchased individually or as part of the following discount scheme(s).


Once purchased, you will have access to this course for 365 Days.

Cost: 40.00   VAT*   Add to cart

Duration: 1 hours CPD units: 1.00



Payment Options : Paypal
Choose to pay €   £   $
Services : Resources | e-Learning Consulting | Outsourcing | e-Learning Services
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