Postgraduate Certificate in Holistic Wealth Management
-- ViewingNowThe 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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⢠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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