The list, written by Vasyl Soloshchuk and aimed at helping experts and software engineers broaden their knowledge of wealth management, includes courses and training, book recommendations and online resources.
Here were some of their suggestions:
Courses and Training
The list of courses and training come from places such as the NY Institute of Finance, the Association of International Wealth Management, the American Banking Association, CPDwise and the Fintech Circle Institute.
They all provide a range of courses in training, from an Online Professional Certificate in Wealth Management, or in Asset Management, to a course Introducing CIWM, and training in Asset Allocation and Portfolio Management.
However, the resources suggested aren’t just in wealth and asset management. They also provided recommendations for courses in portfolio management, such as Portfolio Management from RICE Online Learning, Risk Management, such as the Diploma in Risk Management, and investments management, such as Investing 101: the Complete Online Investing Course.
The broad range of courses provide solutions to gain more training, or even that initial training – to expand on your knowledge and skill set.
Five of the book recommendations came from Ignition Wealth’s CEO Mark Fordree. He suggested:
by Scott Galloway
Galloway deconstructs the strategies which Amazon, Apple, Facebook and Google use – revealing how they manipulate our needs and profiting out of these strategies. He demonstrates how you can apply these lessons to your own business.
by Jim Collins
In his new book, Jim Collins explores how small companies can quickly become long term world beaters. Jim Collins is the co-author of Built to Last.
by Peter Thiel, Blake Masters
Zero to One discusses why and how creating new things is essential for the future. It is the picture of progress in America.
- Secrets of Online Entrepreneurs: How Australia’s Online Mavericks, Innovators and Disruptors Built Their Businesses … And How You Can Too
by Bernadette Schwerdt
This book is the ultimate guide to creating, building and selling your online business.
by Ashlee Vance
This book follows the life of Elon Musk, the entrepreneur and innovator of Tesla, SpaceX fame. It follows Musk’s entire life up to now, talking about both his upbringing and his innovations – how he works to achieve success.
The list also provided recommendations about news media and other online resources. Some of these were:
- Investopedia, the largest financial education website in the world
- Wealth management today, an information portal that delivers thought-provoking content
- Financial company blogs, such as Schwab, eMoney, Envestnet, Junxure and AdvisorEngine
- The Economist
You can access the full list here.