Advanced Wealth Management
Issued by
Publicis Sapient
Investment planning - Fundamentals and Market Efficiency, Investment Vehicles for HNWIs, Tax and retirement planning, Estate planning: Trust and Fiduciary Services, Estate planning: Trusts, Wealth Distribution Channels, Wealth Tech Landscape
Earning Criteria
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Attended 75% of live sessions and completed 75% of online content in learning pathway.
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Scored 75% or higher on final assessment