This module provides the tools for you to be able to confidently manage your own wealth, as well as that of others. Whether you’re interested in becoming a financial advisor or want to take control of your own finances, this module covers the theoretical and practical aspects of portfolio management, from formulating an investment policy statement to portfolio construction.
You will explore the ins and outs of portfolio management, from developing an investment policy statement to constructing a portfolio that meets your clients’ needs. We’ll examine the regulatory environment, uncovering key financial regulatory regimes and the wealth management process, as well as teaching you how to assess clients’ needs and manage relationships.
Wealth management products and services, client risk profiles, tax management, and financial planning are also covered in this module. You’ll gain a comprehensive understanding of expected utility, dividend policy, growth, and the valuation of shares, building a strong foundation in portfolio theory and capital market assumptions.
