Skills you'll gain

There are 9 modules in this course

Upon completing this course, you will be able to: • Describe the current state of the wealth management and financial planning industry and where it is headed. • Explain the different career paths available in a holistic way that is region-agnostic. • Identify which essential skills and personality traits are typically found in the most successful Advisors in each career path. • Determine which path you would most like to pursue further research. Anyone interested in the wealth management and financial planning industry - whether you are looking to pursue a career in it or just learn more about it.

Industry Overview

Business Insights

Career Paths

Considerations for Both Career Paths

What Advisors Do | What Makes The Career Path Attractive

Getting Recruited

Course Summary

Qualified Assessment

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