Wealth Management Certification

210511 Ratings

Topics covered - Syllabus

  • Asset management defined
  • Business models for asset management
  • Business opportunity, fees and commissions from private banking
  • Controlling the risk taken with structured products
  • Currency exchange structured products
  • Derivative financial instruments defined
  • Equity-type derivatives
  • Equity-type structured products
  • Fixed income derivatives
  • Fixed income structured products
  • Outsourcing and insourcing wealth management
  • Private banking defined
  • Risk and return with investments
  • Structured financial products 10.1
  • Trust duties and legal risk 8.1
  • Your customer and his or her profile

Brainmeasures Provide a Fully Analised Report of your given Test. Click the below button to see a Sample Report

$9.99

Time Duration : 40

Login To Start This Test

Order Hard-copy Certificate

$ 50

on Passing the Free Exam.

View Sample Certificate

Total Tested

293747

Total Passed - 143677

Total Failed - 563152

Related Tests

Test Name Cost Action
AHM Health Plan Finance and Risk Management Test$0.00View
Basic Finance Skills Certification$9.99View
Business Finance Test$0.00View
CFP Certification Test$0.00View
Chartered Financial Analyst Test$0.00View
Corporate Finance Certification$9.99View
Day Trading Test$0.00View
Days and Years test$0.00View
Debt Management Certification$9.99View
Estimating and Costing test$0.00View
Finance Planning Certification$9.99View
Finance and Insurance Test$0.00View
Financial Analysis Certification$9.99View
Financial Economics Certification $9.99View
Financial Engineering Awareness Test$0.00View
Financial Forecasting Test$0.00View
Financial Management Certification$9.99View
Financial Reporting Test$0.00View
Financial Risk Management Certification$9.99View
Financial Statement Analysis Certification$9.99View
Financial Statement Test$0.00View
Financial Valuation Certification$9.99View
Financial analysis and decision certification$9.99View
Fundraising Certification$9.99View
International Business Finance Certification$9.99View
International Financial Reporting Certification$9.99View
Inventory Management Test$0.00View
Lending Practices and Loans Test$0.00View
Loan Modification Certification$9.99View
Loans Awareness and Terminology Test$0.00View
Mastering Financial Analysis Certification$9.99View
Mastering financial data analysis certification$9.99View
Mastering fixed Income certification $9.99View
Mergers and Acquisitions Certification$9.99View
Personal Finance Certification$9.99View
Personal Financial Planning Certification$9.99View
Project Finance Certification$9.99View
Technical Analysis Certification$9.99View
Venture Capital Certification$9.99View