Wealth Management Certification Courses

Wealth Management Certification Courses - Financial Planning
The Certified Financial Planner program provides entry-level basic equations for those interested in wealth management, covering the basic elements of financial planning, the value of practice, the measurement of benefits and risks, the asset allocation process, and the introduction of various financial instruments. Through the courses, students can have a deeper understanding of wealth management and the ability to preliminarily analysis programs. Each course module takes about 8-12 hours of study.

Through the wealth manager certification courses, students can have a better understanding of the source of wealth, master how to measure wealth, and understand various needs of risk and investment in the different life stages of clients, thus customizing reasonable investment plans for them. Each course module takes about 10-14 hours of study to get familiar with each knowledge point.