Wealth Management (Intro)

Name: Wealth Management (Intro)
Availability: InStock

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This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth.

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This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth.

Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends.

Upon successful completion of the course, the learner will have a strong understanding of:

The duties of the wealth manager.
Relationship building, communication, and presentation.
Performance measurement.

Outcomes:

T1. Defining Wealth Management: This topic will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth, so that s/he is prepared to understand the scope of wealth management.
T2. Client Acquisition: This topic will teach the learner about the wealth managerÆs job to find new clients and expand existing clientele through client acquisition through client referral and client procurement so s/he understands how best to acquire clients.
T3. Role of the Wealth Manager: This topic will provide the learner with an overview of the duties of the wealth manager, including how to recognize opportunities to cross-sell other bank products, handling clients who have varying degrees of risk tolerance, and how to best maintain professionalism in the workplace.
T4. Wealth Manager Skills: This topic will introduce the learner to the wealth management skills that are essential to performing successfully as a wealth manager, such as relationship building, communication, and presentation.
T5. Understanding Risk and Reward: This topic will introduce the learner to the basic concept and types of risk so that the learner understands how to best conceptualize how to handle risk.
T6. Wealth Management: This topic will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends.
T7. Profiling Investors: This topic will explain to the learner the best ways to understand and create a profile for each client as well as provide an introduction to the various styles of investment and the concepts of horizons and constraints.
T8. Investment Policy and Process: This topic will provide the learner with an understanding of the definition of portfolio management as well as an overview of the four steps in the portfolio management process, the uses of the investment policy statement (IPS), and common investment objectives.
T9. Performance Measurement: This topic will teach the learner about performance measurement, which involves specifically defined organizational objectives, evaluations of portfolio returns, following up, and rebalancing, so s/he is prepared to measure performances on the job.

With 30+ years of experience, Banker's Academy is the leading global provider of training solutions to the financial community. We specialize in BSA/AML, Compliance Officer, HR Professional, Teller and Branch Manager Training.

We’re proud to have partnered with over 2,500 clients worldwide in various financial services industries, with a focus on banks, credit unions, and money service businesses. Let us help you reach your target audience with an innovative, results-driven educational experience.

Our Mission:

To excel as the premier provider of innovative training solutions to the financial industry, and remain the preferred partner of choice to our valued customers.

Our Values:

Honesty & Integrity. We believe in professionalism and honesty in all our working relationships. We hold ourselves accountable to the highest ethical and performance standards.
Passion & Excellence. We love what we do. Quality and excellence are at the core of our work, allowing us to provide exceptional products and services to our customers.
Leadership & Empowerment. We encourage leading by example, and empower our employees to make the right decisions, instilling a strong sense of confidence and corporate responsibility.
Collaboration & Respect. We prize a culture of participation and collaboration. We respect and encourage individual differences as they are part of our strength as a team.
Innovation & Adaptability. We foster a continuous learning culture that inspires creativity and innovation, allowing us to adapt and thrive in a growing global community.

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Port Washington Branch

1300 Virginia Dr #220, Port Washington

Wealth Management (Intro)

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Port Washington Branch

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