Goodbody Wealth Management

Get Career Ready

Complete work that simulates life on the job. 5-6 hours and self-paced.

Stand out in your application to Goodbody. Show us you're a motivated candidate.

Get Career Ready

Complete work that simulates life on the job. 5-6 hours and self-paced.

Stand out in your application to Goodbody. Show us you're a motivated candidate.

Why complete this job simulation

A risk-free way to experience work on the job with us at Goodbody. Practice your skills with example tasks and build your confidence to ace your applications.

Self-paced5-6 hoursNo gradesNo assessments

Building trusted relationships and knowing your client is one of the things that makes a good wealth manager. It’s also critical to offer the right investment advice at the right time that takes into account a client’s circumstances. Growing and refining these skills are key to becoming a trusted advisor for the long-term. The modules in this course focus on understanding core wealth management skills like communication, organisation and technical knowledge, and how they must be paired with soft skills to help clients grow and protect their wealth as well as meet their key financial goals.

Skills you will learn and practice:

Data Collection

Professional Communication

Financial Literacy

Critical Thinking

Communication

Sales Prospecting

Professional Networking

Sales

Portfolio Management

Applied Learning

How it works

Introduction from Goodbody

Tasks in this program

Task One: Assessing Client Suitability

1-2 hours

Address and understand a prospect’s personal circumstances and objectives to decide if they would be a suitable wealth management client for Goodbody.

What you'll learn

The importance of client suitability in wealth management.
How to gather client information and conduct due diligence.
How to recommend appropriate wealth management solutions.

What you'll do

Assess three prospects for wealth management suitability.
Apply knowledge to make informed recommendations.
Review client profiles and propose suitable solutions.

Reviews

Over 750

5 Star Reviews

"It was a great experience taking the task of Goodbody the practical exposure gave me lot more idea how to deal with clients and how to prioritize the meetings"-- Student from Visvesvaraya Technological University

"it was a pleasure for me to attend this course with you hope the same from you and i request me to hire me in your company as i am expert in business and finance sector and currently doing my bcom honours from chandigarh university"-- Student from Chandigarh University

"I recently had the pleasure of engaging with Goodbody's Wealth Management Program, and I must say it exceeded all my expectations. As someone who values clear communication, exceptional service, and personalized solutions, I found their program to be nothing short of outstanding"-- Student from My institution is not listed

"I'm glad to share that Goodbody is one of the learning plateform where you can boost your Wealth Management skills. It provided me extensive knowledge, assessment based teaching experience and self learnin modules in very easy language."-- Student from Indira Gandhi National Open University

"I very much liked the idea of how the tasks allow one to think out of the box and be more open about practical situations."-- Student from Tshwane University of Technology

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