Basics of Wealth and Asset Management https://WebToolTip.com Published 7/2026
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 52m | Size: 855.49 MB
Learn the Fundamentals of Wealth Creation from an Expert. A Course in the Art of Wealth Management for Global Learners
What you'll learn
Difference between income, savings, investments, assets and wealth
Understand the difference between wealth management and asset management
Identify the principal physical and financial asset classes
Explain how stocks, bonds, mutual funds, ETFs, gold and real estate work
Evaluate investments through risk, return, diversification and liquidity
Understand the importance of inflation and compounding
Explain asset allocation and portfolio-construction principles
Describe major wealth-management services
Differentiate front-, middle- and back-office functions
Recognise career opportunities in wealth management and financial advisory
Requirements
There are no prerequisites. No previous knowledge of finance is required, No stock-market experience is required, No advanced mathematical knowledge is required Only an interest in learning about investments, wealth creation and financial planning is needed