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Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral Finance

Fintelligence AG
Online
E-Learning
  • Englisch
The topic Wealth Management Advisory deals with various aspects of the wealth management business. It covers behavior-oriented approaches in the generation of wealth, different investment needs during the course of the life cycle, and business considerations of wealth management activities.
  • Wealth Management
4.00
245.00
225.00
Peter Stapfer
+41 (0)44 524 33 36
peter.stapfer@fintelligence.ch
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