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Wealth management is very straightforward. From the affluent individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation.


From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to an affluent client in a consultative way.

Good Wealth Management practices will ensure the following:

  1. Hard earned savings are not squandered through bad financial planning or inflation.
  2. Future financial security is ensured for the asset owner
  3. Financial freedom is potentially achievable.

Today, it is not enough to simply work hard and make money. You must also put your hard earned money to work so that it sets you on a path towards the wealth and security you desire. An essential ingredient of success in today’s competitive economic environment is financial know-how. Without it, most struggle to make the important strategic and day-to-day decisions that allow them to accumulate wealth.

It is important to have a good financial adviser whose aims are to increase your wealth as well as his own remuneration. The best way to judge a financial advisor is to look at his qualifications and obtain some knowledge on wealth management yourself.

This article has been written by Swiss eLearning Institute. Swiss eLearning Institute’s Wealth Management course is a comprehensive financial programme that begins by establishing the three critical concepts of financial planning, debt and savings. The course then examines advanced topics such tax liabilities and insurance issues. Learn how to wisely invest your assets including investing in funds, retirement accounts, taxable accounts, educational expenses, real estate, insurances and more. Smartly evaluate your financial health and plan your financial goals with this course.


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