Introduction to Wealth Management
Course

Introduction to Wealth Management

Learn the scope and process of wealth management, including how to group clients based by net-worth.

Bankers Academy
Updated Oct 05, 2020

This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends.