From the course: Financial Planning and Wealth Management Fundamentals

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Career paths and skill set

Career paths and skill set

From the course: Financial Planning and Wealth Management Fundamentals

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Career paths and skill set

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In this chapter, I want to focus on three key aspects of careers that will be most important and valuable for you. So those three components are the role, the skills required, and lastly, the compensation structure you can expect in each. So role slash career path. All of you who are tuning into this course are from all corners of the world, whether Whether you're in the United States, Canada, the UK, Europe, Asia, the Middle East, Africa, or wherever else you may be, I want this to be relevant to you. So with that said, we're going to focus on the tasks of a career in financial planning or wealth management, and then walk you through a few select global job postings so that we can see together how there may be different titles and conventions based on geography and firm, but that they're very much the same job at heart. skills. As I mentioned previously, you're going to see that there's a lot of similarities across the board, from the services that are offered to the types of…

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