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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 Wealth Management - An Introduction

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

  • Distinguish private banking activities from wealth management activities
  • Recognize how the private wealth management industry has evolved over the years
  • Identify the different types of private client service propositions and the various sources of revenue for private wealth management firms

Tutorial Overview
This tutorial introduces and defines the concepts of private banking and wealth management. It identifies the general activities of private banking and wealth management businesses, the different types of business and their value proposition, and the various fee structures and revenue models. The tutorial also outlines the evolved history and current trends in the industry.

Prerequisite Knowledge
Financial Markets – An Introduction

Tutorial Level: Introductory
Tutorial Duration: 60 minutes

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

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Payment Options : Paypal
Choose to pay €   £   $
Pages for : ACCA P3 Students
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