Understand it. Then drill it.
Every lesson covers one interview topic, question type by question type: the intuition, why it works, a worked example with live numbers, diagrams you can move, the same idea run backwards, and a check marked exactly like practice.
Wealth Management topic lessons
4 of 4 topics readyPortfolio Allocation
How an advisor builds and keeps a client's mix: the return a blend can expect, the risk that comes with it, rebalancing back to the plan, the glide path as the client ages, and what a foreign sleeve adds.
- 1The return a mix can expect
- 2The risk that comes with it
- 3Keeping the mix where the plan put it
- 4Changing the mix as the client ages
- 5What a foreign sleeve adds
Retirement Planning
How a retirement plan is built and tested: what saving compounds to, what those dollars will buy, what a pot can pay out, the savings rate that closes the gap, and when to claim the pension.
- 1What saving builds
- 2What those dollars will buy
- 3What a pot can pay out
- 4What must be saved to get there
- 5When to claim the pension
Tax & Fees
The costs that decide a client's net return: the fee compounded over decades, tax on income and where to hold it, which account to save in, and turning a loss into a deduction.
- 1The fee, every year
- 2Income, tax, and where to hold it
- 3Which account to save in
- 4Turning a loss into a deduction
Risk Profiling
How an advisor decides how much risk a client should take: what the plan can afford against what the client can stand, what a loss costs to get back, and how the horizon changes the answer.
- 1What the plan can afford and the client can stand
- 2What a loss costs to get back
- 3How the horizon changes the answer