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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 - Clients

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

  • Identify the rationale for classifying and grouping wealth management clients
  • Interpret the client wealth classification pyramid and understand the service offerings to each client group in the pyramid
  • Recognize the full spectrum of client styles and attitudes to private wealth management

Tutorial Overview
This tutorial focuses on the different types of wealth management client as defined by the wealth “pyramid.” The spectrum of client styles and attitudes to private wealth management are reviewed in detail. The tutorial also looks at the key types and characteristics of client personalities used in contemporary private wealth management.

Prerequisite Knowledge
Private Wealth Management – An Introduction

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

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Payment Options : Paypal
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