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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AboutThisCourse
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โข Postgraduate Certificate in Holistic Wealth Management
โข Financial Planning and Goal Setting
โข Investment Management and Portfolio Diversification
โข Risk Management and Insurance Planning
โข Tax Planning and Strategies
โข Retirement Planning and Estate Conservation
โข Ethics and Professional Responsibility in Wealth Management
โข Client Relationship Management and Communication
โข Legal Aspects of Wealth Management
โข Capstone Project: Holistic Wealth Management Plan
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