This course introduces the wealth management marketplace and the 10 wealth management market segments.

This Course Includes:

• Introducing the Wealth Management Marke
• Introducing the Wealth Management Market
• Wirehouse Market Segment
• Canada's Big 5 Market Segment
• Custodian Market Segment
• Bank Market Segment
• Credit Union Market Segment
• Broker-Dealer Market Segment
• Registered Investment Advisor Market Segment
• Private Wealth Market Segment
• Professional Firm Market Segment
• Asset Manager Market Segment