Wealth Management

WealthTech Fundamentals

WealthTech Fundamentals Overview In this WealthTech Fundamentals course, we unravel the world of money management and technology. Ever wondered how technology is transforming how we handle wealth? Join us to discover the power and importance of WealthTech in today’s financial landscape. We’ll kick off by understanding what WealthTech is and why it’s crucial in shaping…

Continue reading

Mastering Client Discovery

Mastering Client Discovery Overview Client discovery is the meeting in which an advisor presents themselves formally in a professional setting, likely for the very first time. Advisors invest time in networking and prospecting, and when a warm lead develops, requesting a discovery meeting is the opportunity to convert the prospect into a paying client. Mastering…

Continue reading

Networking, Prospecting, & Converting Leads

Networking, Prospecting, & Converting Leads Overview Networking, prospecting, and converting leads together is a cyclical and continuous process that financial advisors need to establish and master to build and grow a successful business.   This course puts the processes of networking, prospecting, and pipeline management into the context of a broader wealth management client-advisor journey and explains…

Continue reading

Build Your Own Robo-Advisor

Build Your Own Robo-Advisor Overview Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating a simple robo-advisor on Excel. Once we finish this, we’ll move onto a more complex version to show you a…

Continue reading

Alternative Investments for Wealth Advisors

Alternative Investments for Wealth Advisors Course Overview Alternative Investments are one of the fastest-growing categories of investment products in the Wealth Management industry. From Hedge Funds to Commodities and Venture Capital, investors are looking to Alternatives now more than ever to protect their portfolios and provide them with performance enhancement. This course is full of…

Continue reading

Introduction to FinTech

Introduction to FinTech Course Overview FinTech, or financial technology, is disrupting the traditional financial services industry. It is changing the way financial services are provided, making them more efficient and cost-effective, and helping to bring financial services to people who were previously underserved by traditional financial institutions. In this course, we’ll first define what FinTech…

Continue reading

Pricing Options and Option Sensitivities

Pricing Options and Option Sensitivities Overview In this course, we focus on valuing options using three pricing models: Black-Scholes, binomial, and the Monte Carlo simulation. Starting with the Black-Scholes model, we break it down and simplify the complex formula to ensure each and every component is understood. We then move on to learning the fundamentals…

Continue reading

Risk Management and Insurance Planning

Risk Management and Insurance Planning Overview Risk management and insurance play crucial roles in creating a comprehensive financial plan. While we all hope not to face major tragedies – the death of a spouse, an injury that prevents working, or a major health crisis – planning for them helps best protect the interests of the…

Continue reading

Portfolio Management for Retail Clients

Portfolio Management for Retail Clients Overview Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills…

Continue reading

Financial Planning Principles

Financial Planning Principles Course Overview Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning…

Continue reading
0 search results for ‘