This course equips learners with key principles in managing wealth over one’s life cycle. Key concepts include risk appetite, benefits of leverage and reinvestment, capitalising on price movements and financing alternatives to maximise long term wealth. The course considers the perspective of persons in various stages of the life cycle – young adults, middle age families and retirees.
The course will prepare learners in providing customised wealth and asset planning, advisory services and investment strategies essential for wealth planners/managers, investment counsellors/advisors, investment analysts, portfolio, fund and asset managers, real estate investment analysts and managers, insurance professionals, real estate developers, real estate agents and advisors.
The course aims to provide from a personal investment perspective:
In addition, this course provides an analytical framework for in-depth analysis of real estate wealth management (REWM) in the following:
Individuals looking to deepen their skillsets and critical competencies by keeping their knowledge and skills current with industry and regulatory developments in order to carry out their duties effectively:
- Wealth planners/managers, investment counsellors/advisors, investment analysts; portfolio, fund and asset managers, insurance professionals
- Real estate professionals, real estate investment analysts and managers, real estate developers, real estate agents and advisors
| Date | Venue | (incl. GST) | (after MAX Funding*) | Registration |
|---|---|---|---|---|
|
TBA
|
NUS Business School | SGD 1,144.50 | SGD 133.35 |
Bachelor's Degree.
