Introduction to Private Wealth Management [Waitlist]

Our free 1.5 hour course teaching you about the PWM industry, job responsibilities, andrecruiting process. As a bonus, you'll receive our free, five-page guide for the top ten most common PWM Interview Questions along with guidance on how to answer them.

Join the Waitlist

We'll add you to the waitlist roster. A one-time email will be sent to you on Monday, September 2nd by 11:59 pm EST with the free course access instructions.

About The Program

Liquid error: Nil location provided. Can't build URI.

Introduction to Private Wealth Management

Enroll in our complimentary 1.5 hour course introducing you to the role, industry, salary, and recruiting process for PWM. Included is the a shortened, free copy of our top ten most common interview questions e-book.

Enroll Now

Free E-Book: Top 10 PWM Interview Questions, Answered.

In this PDF, you'll access the top ten most commonly asked interview questions (split evenly between behavioral and technical) in private wealth management and private banking interviews, sourced directly from firms like Goldman Sachs and JPMorgan. We'll also give you templates on how to best answer these questions.

Access Book Now

Curriculum Overview

Part I. Start With This Video

Part II. First Things First

Part III. Understanding Private Wealth Management

Part IV. PWM Recruiting Overview

Part V. Next Steps

Expert Guidance

Learn from seasoned professionals with years of experience in the financial advisory sector.

Practical Knowledge

Our course emphasizes on real-world knowledge that you can reference in your interviews

Flexible Learning

Study at your own pace with our online course, accessible anytime, anywhere.

FAQs

Who is this course for?

What will I learn in this course?

How long is the course?

Schedule a Consultation

Making a career decision isn't easy. If you're undecided on whether private wealth management is for you, let's jump on a free 15-minute consultation to chat.

Schedule Chat