Wealth Management

Name: Wealth Management
Price: 229 $
Availability: InStock

by NYIF (New York Institute of Finance) Claim Listing

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.

$229

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Course Details

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

You'll Learn:

Determine your client's time horizon
Identify your client's level of risk or risk tolerance
Understand the impact of your client's tax rates on investment decisions
Construct an appropriate investment approach utilizing your client's time horizon, risk tolerance and tax
Define duration to determine the validity of an investment strategy
Understand the factors that immunize a portfolio
Understand how to mix duration to meet clients' investment objectives
Assess the risks associated with duration
Differentiate between systematic and unsystematic risk
Understand the basics and application of portfolio theory
Understand how to diversify among Topices in a portfolio
Allocate a client's assets among the appropriate assets
Implement asset allocation decisions for a portfolio
Assist clients to minimize estate and income taxes Analyze the needs and interests of a sample client
Apply the investment principles of wealth management in order to provide sound investment advice to a client
Determine the best investment strategy for the sample client

Curriculum:

Module 1: Investor Profiling
- 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
Module 2: Portfolio Management And Duration
- Defining duration
- Immunizing a portfolio
- Duration of stocks
- Mixing duration
- Duration and risk
Module 3: Introduction To Portfolio Risk
- Diversification and the different investment vehicles
- Assets, not investments
- Investments as assets
- Picking asset classes
Module 4: Asset Allocation And Taxation
- Choosing an asset mix
- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation

The New York Institute of Finance (NYIF) was founded by the New York Stock Exchange (NYSE) in 1922 as the New York Stock Exchange Institute. In 1924, 205 NYSE employees graduated from the Institute.

The following year, the Institute introduced the “Mock Market”, a trading simulation conducted on the floor of the Exchange, after trading hours. The simulation became an integral part of the one-year training program for new employees. By 1930 courses of the Institute were extended to employees of member firms of the Exchange.

The first record of the new name for the Institute, “The New York Institute of Finance,” appears in the minutes of the NYSE Board of Governors meeting, October 8, 1942.

Prentice-Hall acquired NYIF from NYSE in 1960. Via an acquisition of Prentice-Hall by Pearson PLC, ownership of NYIF moved to Pearson PLC. In 2008 the Institute opened its Beijing office. In 2013 ownership of the Institute was transferred to a Pearson company, the Financial Times Group (FT). A consortium of companies purchased NYIF from the FT in July 2017.

Today NYIF is an independently held business, headquartered in New York, providing world-class training to professionals in the financial services and related industries. The Institute offers a vast array of courses ranging from introductory to advanced, as well as a number of professional designations that build careers through expertise.

Each year the Institute delivers training to more than 50,000 individuals in over 125 countries. Some of the world’s leading financial institutions, central banks and regulatory bodies are clients of the Institute.

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New York Branch

160 Broadway 15th floor, New York

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