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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 Investment Wealth Allocation

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

  • Identify the differences and weaknesses of modern portfolio theory (MPT) in relation to private client investment portfolios
  • Recognize how the investment allocation behavior of HNW clients is based on complex considerations with different allocations based on risk appetite and stage in lifecycle
  • Recall how clients' personal and financial needs, aspirations, and risk appetites change over time and how this impacts portfolio construction and client investment product preferences

Tutorial Overview
This tutorial focuses on the client needs and associated risk appetites that drive client investing behavior and processes. The wealth-lifestyle objectives of the client and investment allocation decisions used to meet these objectives are also examined in detail.

Prerequisite Knowledge
Private Wealth Management – Ultra-HNWIs & Family Offices

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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