Wealth Management (Level 4)" isdesigned to deepen participants' understanding of estate planning, protection product solutions, retirement planning, and investment strategies within the wealth management domain. Participants will delve into key concepts such as estate planning principles, life assurance, retirement age implications, performance attribution techniques, and equity strategies. The course also covers essential topics in economics and investment analysis, providing a comprehensive framework for effective wealth management.
Define the key concepts in estate planning.
List the factors to be considered when identifying suitable protection product solutions and when selecting product providers.
Apply the basic principles of life assurance.
Evaluate the impact of intended retirement age on retirement planning
Understand the use of performance attribution techniques.
Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.
We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.
Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.
Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.
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Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.