Financial advisory lantern (S-BA0012)

In the world of finance, knowledge is the lantern. Get an introduction on how to offer a professional service to assess clients’ investment needs and solutions. Grasp the legal and regulatory framework governing financial advisory services, ensuring compliance, and building trust. Acquire the fundamentals of portfolio construction and security selection to guide clients towards balanced portfolios aligned with their aspirations.

• Investment service positioning: Advisory vs Discretionary.
• Demystifying investment services.
• Risk profiling & bespoke investment strategy.
• Asset allocation principles.
• Security selection foundations.
• Risk management basics.
• How to stay on top of financial markets?