Wealth Management & Family Office

Online Course

Udemy

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What is the course about?
Prerequisites & Facts
Cost, Certificate & Degree
Reviews & Experiences

What is the course about?

Wealth Management & Family Office

The course Wealth Management & Family Office is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

The complete course

Course description

Wealth Management & Family Office

Understand ultra-high net worth (UHNW) family challenges.
Have a good background on UHNW profiles and geography.
Learn to structure large portfolios for quasi-institutional clients.
Understand the mechanics and organation of a family office.
Have the financial and legal culture necessary to handle UHNW issues.

Intermediate financial analysis.
Banking and wealth management experience.
No required knowledge of family offices.

7.5 hours on-demand video
32 downloadable resources
Full lifetime access
Access on mobile and TV
Certificate of Completion
Geoffroy Dedieu

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Prerequisites & Facts

Wealth Management & Family Office

Course Topic

Business, Finance, Personal Finance

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

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Degree & Cost

Wealth Management & Family Office

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.

Udemy

Wealth Management & Family Office

provided by Udemy

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