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Course Details

Preparation for WMEC - Wealth Management Expert Certification

By:AIAL

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Details

This training program covers diversification, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies. It concludes with a case study integrating several issues common to wealth management that shows the banker/investment advisor how to apply these techniques to real-world situations.

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