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Key Aspects of Wealth Management Programme Benefits - Learn To Meet The Needs of Clients and To Grow Your Business - Understand How to Protect One's Wealth - Uncover The Crucial Steps To Effective Wealth Maintenance - Know How Wealth Accumulation Can Be Achieved / Enhanced - Apply Optimal Wealth Distribution Methods To Chosen Parties Programme Outline Introduction - What Is Wealth Management And Why It Is Important To Everyone - Discover Various Key Aspects Of Wealth Management Protecting One's Wealth - Understanding The Risks That One Is Exposed To - Key Risk Management Concepts - Concept Of Insurance - Maximising Benefits Of Different Life Insurance - Provisions Of Life Insurance Policies - What Protection Can Other Types Of Insurance Provide - How Insurance Premiums Are Computed Crucial Steps To Effective Wealth Maintenance - Cashflow Planning Without Tears - Importance Of Liability Management - Personal Financial Ratio Analysis - Plan For A Achievable Budget - Debt Financing - Benefits And Pitfalls - Leveraging On Types Of Credit Available - Impact Of Personal Bankruptcy - Tax Planning (Very Dependant On Loan Rules / Laws) How Wealth Accumulation Can Be Achieved / Enhanced - Understand The Importance Of "Time Value Of Money" - Investment Concepts In The Current Environment - Investment Analysis To Enhance Your Wealth - Building Blocks In Investments Maximising Wealth Distribution To Chosen Parties - Using Estate Planning To Maximise Wealth Distribution And Retention - Trusts And Section 73 Of Conveyancing And Law Of Property Act - Applying Estate Planning Tools Duration : 2 Days |
