Wealth management seeks to understand on the fundamentals on vanilla instruments, the building blocks for Stocks, Bonds FX and many more. Being able to understand and adapt to clients' investment requirements is crucial. The goal of wealth management is to explore different types of strategies in investment to build an effective investment portfolio that suits the clients' needs.
As a specialist in Wealth Management, Causal Capital is able to provide the following masterclasses for your professional needs:
This is a practical course on derivatives which will transfer real life experience of trading and valuing these instruments. Participants will learn what's new but they will also bed down the knowledge required to know the products, where and how to apply them. Participants will come away with a strong and rounded skill set in derivatives.