https://hkuspace.hku.hk/prog/cfa-practical-skills-module-workshop-series-managing-private-wealth-clients
CFA Practical Skills Module Workshop Series (Managing Private Wealth Clients) - HKU SPACE:...
This workshop places learners in the role of a wealth advisor, guiding newly liquid clients through investment planning. Learners will practice building cash...
private wealth clientspractical skillsworkshop series