Wealth Management

Wealth ManagementSometimes referred to as “private banking” or “private clients”, wealth management offers advisory services to wealthy individuals, or high-net-worth clients. These services range from financial and investment advice, such as alternative investments and portfolio risk management, accounting, tax services, legal and estate or succession planning.

GFMI offers a full suite of wealth management courses. Following is an example from our wealth management curriculum:

To find out more information about our wealth management courses or to have us create a custom wealth management course for you contact us today!