Wealth Management
This series covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies. It concludes with a case study integrating several issues common to wealth management that shows the banker/investment advisor how to apply these techniques to real-world situations.
This curriculum is made up of the following modules:
- Investor Profiling
- Portfolio Management and Duration
- Introduction to Portfolio Risk
- Asset Allocation and Taxation
| Program Level | Basic |
| Prerequisites | This course has no prerequisites. |
| Advance Preparation | No advance preparation required. |
| Recent Revision Date | January 6, 2015 |
| Instructional Delivery Method | QAS Self Study |
| Field of Study | Management Advisory Services |
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Duration : 1 hour
- Determining the client's time horizon
- Determining the client's risk tolerance
- Determining the client's tax rates and implications
- Constructing an appropriate investment approach
Duration : 1 hour
- Defining duration
- Immunizing a portfolio
- Duration of stocks
- Mixing duration
- Duration and risk
Duration : 1 hour
- Diversification and the different investment vehicles
- Assets, not investments
- Investments as assets
- Picking asset classes
Duration : 1 hour
- Choosing an asset mix
- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation