Asset Management
Issued by
Publicis Sapient
Understand the basic asset classes for investment. Explain the criteria for portfolio construction. Extend the understanding of asset management to the business of wealth management. Describe the variety of client and manager types and how they interactUnderstand the investment products provided, and fees charged. Investigate how managers deliver cost effective, bespoke continuity of investment service.
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