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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 - Client Acquisition Relationship Management

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

  • Identify the challenges faced by private wealth managers in servicing a portfolio of clients
  • Recognize the importance of growing the client base as well as retaining and protecting existing clients and the key ingredients to achieving success in this area
  • Identify the process of acquiring new clients and recognize how the wealth manager can handle client objections and concerns

Tutorial Overview
This tutorial focuses specifically on the challenges associated with managing the relationships in a client portfolio, including winning new clients while simultaneously retaining and growing business from existing clients.

Prerequisite Knowledge
Private Wealth Management – Client Investment & Wealth Allocation

Tutorial Level: Introductory
Tutorial Duration: 75 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: 1.25 hours CPD units: 1.25



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