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Investment Strategies For High Net Worth Clients

 

A well-thought-out and executed investment plan is a key link between setting tangible life-cycle goals and actually being able to achieve them.

With the preponderance of structured products and alternative investments to go with more traditional investments, the world of investing is becoming increasingly complex. As well, more people than ever are near or transitioning into retirement and as a result have little tolerance for financial risk. To deal with complexity and risk in the world of investments more and more Canadians, particularly affluent ones, are seeking out the expertise of certified wealth managers to help them grow, protect and distribute their assets to meet their desired retirement lifestyle.

Introducing the Investment Strategies for High Net Worth Clients course

This course prepares advisors to deliver high-level investment advice which is a key driver of client satisfaction. This course is targeted to advisors who deal with affluent clients and as such is focused on the types of strategies and products consistent with this client base.

This course is one of five courses within the Dealing with High Net Worth Clients Program, which is the learning path required for the CIWM designation. You can incrementally earn CE credits as you work your way through the course. You can also earn a Micro-Certificate which generates a digital badge that is uploaded to your social media sites upon your request.

Other courses within the Dealing with High Net Worth Clients Program are:

Retirement Planning For High Net Worth Clients

Estate Planning For High Net Worth Clients

Dealing With Special High Net Worth Client Situations

Practice Management In High Net Worth Segment

One Course, Multiple Credential Paths

Upon successful completion of the Investment Strategies For High Net Worth Clients course, students will be eligible for the following credentials:

Course leads to the following credentials:

CIWM CSWP   MTI CRS 

Who Should Enrol

The Investment Strategies For High Net Worth Clients course is designed for individuals with experience in the financial services advisory professions, working within a securities or mutual fund dealers, bank, or a financial planning organization in the capacity of:

  • Investment advisors
  • Financial advisors
  • Financial planners
  • Mutual fund representatives
  • Life insurance specialists

Course Features

  • Consists of seven independent modules
  • Each module consists of PDF and E-Pub files (accessible on mobile devices) and an online quiz
  • Modules are completed when you pass the online quiz
  • Module completions result in CE credits being awarded. Earn CE credits incrementally as you progress through the course
  • Once you complete all modules within the course, you will earn a Micro-Certificate generating a digital badge