Introduction to Financial Planning and Wealth Management

本课程是 Preparatory Certificate in Finance and Financial Markets 专项课程的一部分

位教师：CFI (Corporate Finance Institute)

访问权限由 New York State Department of Labor 提供

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9个模块

深入了解一个主题并学习基础知识。

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初级等级

无需具备相关经验

4 小时完成

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9个模块

深入了解一个主题并学习基础知识。

44 条评论

初级等级

无需具备相关经验

4 小时完成

灵活的计划

自行安排学习进度

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要了解的详细信息

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作业

1 项作业

授课语言：英语（English）

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Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累特定领域的专业知识

本课程是 Preparatory Certificate in Finance and Financial Markets 专项课程专项课程的一部分

在注册此课程时，您还会同时注册此专项课程。

向行业专家学习新概念
获得对主题或工具的基础理解
通过实践项目培养工作相关技能
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该课程共有9个模块

Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely when it comes to researching career paths. This course helps you build this foundation so you don’t waste any time.

Upon completing this course, you will be able to: • Describe the current state of the wealth management and financial planning industry and where it is headed. • Explain the different career paths available in a holistic way that is region-agnostic. • Identify which essential skills and personality traits are typically found in the most successful Advisors in each career path. • Determine which path you would most like to pursue further research. Anyone interested in the wealth management and financial planning industry - whether you are looking to pursue a career in it or just learn more about it.

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers. You will develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it if you decide to pursue a career. Finally, you will explore the key career paths from a holistic, region-agnostic point of view and explain each role’s day-to-day and what skills an exceptional advisor in the role demonstrates.