Private Banking and Wealth Management has become so complex nowadays that profound knowledge is almost essential.
fitforwealthmanagement is a comprehensive library of 70 eLearning modules which provides you with the relevant skills in order to fully meet the need of your clients for a trusted advice. We at Present Value have been committed to constantly adding new content and updating.
You obtain complete and unrestricted access to relevant knowledge and valuable tools, whenever and wherever you desire!
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September 28, 2016 New modules in Series 18 Real Estate Markets
October 27, 2015 New module in Series 17 Alternative Markets
September 12, 2014 Two new modules in series 19 Compliance
June 13, 2013 New Module Precious Metals