Wealth Management Course

Wealth Management Course

Being financially stable has its own sets of advantages. It not only contributes to your overall health and well-being but also helps you stay more disciplined. But, is it possible to stay strong financially throughout your life? Well, yes! With the right wealth management strategy, proper execution, and wise investments, it is possible to keep financial stress at bay. Wealth Management is an umbrella term that is used to define professions where the experts devise strategies, create blueprints, and deliver a multitude of services like financial counselling, tax and accounting related advice, legal and estate planning, and retirement planning to their clients. The wealth managers also design plans and give recommendations to High Net Worth Individuals(HNIs) regarding investments. Setting realistic goals and meeting financial targets in a set period of time is difficult. Thus, to strategize financial tasks, extensive knowledge of the field and on-the-job training is required which can be obtained by pursuing a Wealth Management course. Thus, in this blog, we will discuss the important details pertaining to these courses. But before that, let us try to understand the roles and responsibilities of a Wealth Manager. 

What Does A Wealth Manager Do?

Simple in its concept but difficult to execute, the Wealth Management course graduates have to perform an array of functions in their respective job profiles. Given below are some of the major responsibilities of a Wealth Manager:

  • Assess the client’s profile, identify the needs, and offer advice on financial matters accordingly. 
  • Maintain records of the business transactions as per the different rules and regulations.
  • Retain the existing clientele and build new business relationships.
  • Ensure that the companies comply with the procedures and policies of the bank.

Wealth Management Course: Subjects

The curriculum of the Wealth Management course is diverse. It is devised not only to impart knowledge in a wide range of areas but also to equip students with the necessary skills to understand the tricks and trades of the financial world. Here is a list of the subjects that are covered in these courses:

  • Fund Distribution
  • Loan Management 
  • Real Estate
  • Risk Management 
  • Tax Laws
  • Banking and Insurance Products
  • Debt Management 
  • Investment Vehicles 
  • Tax Planning 
  • Real Estate 
  • Client Evaluation Methods
  • Fixed Income Money Markets 
  • Equity and Debt Markets 
  • Banking Products
  • Mutual Fund Basic and Structure 
  • Foreign Exchange 
  • Legal and Regulatory Framework
  • Banking Channels

Top Universities

With the increase in demand for trained wealth managers, universities across the world have started offering a diverse range of Wealth Management courses. These programs cover a multitude of topics that gives the students an insight into the financial world and prepares them for different tasks and job profiles. Given below are some of the graduate and postgraduate degree programs being offered by educational institutes:

UniversityWealth Management Course
The University of DelawareBachelor of Science in Financial Planning and
Wealth Management 
Suffolk University

Bachelor of Science in Business Administration
(BSBA)- Financial Wealth Management 
ERC Institute 
Bachelor of Arts (Honours) in Business Management
(Wealth Management) 
Kaplan Higher Education AcademyBachelor of Business Studies (Honours) in
Banking and Wealth Management 
King’s University College, Western
Bachelor’s Degree with a Major in Finance and
Wealth Management 
The University of Southern QueenslandGraduate Diploma of Business-Finance and
Wealth Management
Sheffield Hallam UniversityMasters of Science in Wealth Management
Yale School Of ManagementMasters in Asset Management
The Queen Mary University of LondonMasters of Science in Wealth Management 
Singapore Management University
Master of Science in Wealth Management 
Imperial College LondonMaster of Science in Investment and
Wealth Management 
Nanyang Technological University
Master of Science in Asset and
Wealth Management 
The State University of New
MBA in Investments and Private
Wealth Management

Hopefully, this blog has given you an insight into the Wealth Management course. If you want to pursue this program from a university abroad but are not sure about how to get started with it then the experts at Leverage Edu are here to give wings to your dream. From selecting the right college to completing the admission formalities, the counselors will help you kick-start your career in this field. 

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