High Net Worth Subject 1: Private Wealth & Family Office: Environment, Trends and Client Focus
Issued by
Kaplan Professional Australia
Earners of the High Net Worth Subject 1: Private Wealth & Family Office: Environment, Trends and Client Focus badge have an understanding of the legal and professional obligations in providing financial advice to HNW individuals. This includes expert knowledge in risk management, governance and compliance obligations and requirements. They can apply behavioural finance concepts and consumer decision-making considerations, and understand how these impact the provision of financial advice.
- Type Certification
- Level Advanced
- Time Weeks
- Cost Paid
Skills
Earning Criteria
Standards
The HNW Certification has been accredited by the IBF under the Skills Framework for Financial Services.