Postgraduate Certificate in Holistic Wealth Management
-- viewing nowThe Postgraduate Certificate in Holistic Wealth Management is a comprehensive course designed to empower learners with essential skills for career advancement in the financial services industry. This certificate program emphasizes the importance of a holistic approach to wealth management, encompassing financial planning, investment management, tax planning, estate planning, and risk management.
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Course Details
• Postgraduate Certificate in Holistic Wealth Management
• Financial Planning and Goal Setting
• Investment Management and Portfolio Diversification
• Risk Management and Insurance Planning
• Tax Planning and Strategies
• Retirement Planning and Estate Conservation
• Ethics and Professional Responsibility in Wealth Management
• Client Relationship Management and Communication
• Legal Aspects of Wealth Management
• Capstone Project: Holistic Wealth Management Plan
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