Wealth Management - the critical knowledge for all
WEALTH MANAGEMENT - Critical knowledge for all
A two intensive workshop on what everyone should know in creating and sustaining wealth.
Objective: to enable participants to become a better wealth manager, so essetial in life today.
To develop future millionaires through all approach understood and applied today.
- Excel based materials and teaching
- Simulations and sensitivity analysis
- Strategic demonstration on integrated impact
- take home excel templates and models for adoption in work application
as stated above.