Wealth Management
Issued by
Publicis Sapient
Extend the understanding of asset management to the business of wealth management. Describe the variety of client and manager types and how they interact. Understand the investment products provided, and fees charged. Investigate how managers deliver cost effective, bespoke continuity of investment service.
Earning Criteria
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Scored 75% or higher on final assessment
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Attended 4 out of 6 live sessions or recordings