High Net Worth Subject 5: Private Wealth Investment Strategies and Portfolio Construction

Issued by Kaplan Professional Australia

Earners of the High Net Worth Subject 5: Private Wealth Investment Strategies and Portfolio Construction understand how to analyse investment needs and objectives for HNW individuals and family offices, and develop appropriate investment strategies.

Type Certification
Level Advanced
Time Weeks
Cost Paid

Additional Details

Skills

Earning Criteria

Completed High Net Worth Subject 5: Private Wealth Investment Strategies and Portfolio Construction, 5 topics, 7 hours of workshop attendance with at least 70% achieved in the assessment.
Score a passing grade of 70% for the assessment at the conclusion of the subject.
To renew your badge after 2 years, provide a CV demonstrating you have actively provided financial advice to high net worth clients throughout this period, as well as 2 years’ of your Continuous Professional Development (CPD) records, and pay a renewal fee of $60.

Standards

IBF

The HNW Certification has been accredited by the IBF under the Skills Framework for Financial Services.