What should you expect?
Get ready for an intensive learning journey for a career as a wealth advisor. This advanced-level course is designed to provide you with more profound knowledge and groom your soft skills for a successful career. You will learn the full range of financial instruments and asset classes, their features and suitability, including currency & exchange rates, real estate, offshore investments, along with creating and evaluating the portfolio. The program delves into the finer interplay of the asset classes in this real world. You will also be learning how to express and present yourself effectively and how to draft proposals.