PRIVATE-WEALTH MANAGEMENT TRAINING
WHAT IS PRIVATE WEALTH MANAGEMENT?
Private wealth management is described to be a blend of financial or investment advice combined with additional professional services (e.g., legal, tax, real estate or accounting) offered to affluent, high- and ultra-high-net-worth individuals. The main purpose of private wealth management is to safeguard and increase the present assets of the client by allocating a team to look after their financial interests. Investment consultants make up an intrinsic and indispensable part of such teams and provide personalized and dedicated consultancy to the customer.
SKILLS REQUIRED TO WORK IN PRIVATE WEALTH MANAGEMENT
With the number of high- and ultra-high-net-worth individuals increasing on a global scale, the demand for premium quality private wealth management services is constantly rising. Top-notch analytical abilities are the core skills needed for providing comprehensive financial and investment advice. Financial modeling and forecasting, corporate valuation and financial analysis are key skills needed for a career in private wealth management. These are developed through a firm foundation in valuation and financial modeling and later on manifested into tax advisory, wealth transfer, cash flow and investment portfolio management.
HOW CAN THE IFI TRAINING COURSE HELP ME IN MY CAREER IN PRIVATE WEALTH MANAGEMENT?
By teaching you how to put a dollar value to a company or project at present and how to use financial modeling to forecast future changes in these values, the IFI Financial Modeling and Corporate Valuation investment banking training program will empower you to provide your customers with quality investment advice and services. In addition to providing you with solid training on technical skills, we will instill in you the aptitude to work directly with investors.