Free learning pathL0–L4

Wealth management

Build the foundations, methods and work samples used in wealth management roles.

An entry-level learning direction with educational tasks; check target-role requirements.

Practice setWork-sample templateJobs, resources and experiencesJobs, resources and experiences

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Client goals and constraintsRequired

    Independently: Document a fictional client’s goals, horizon, liquidity and risk constraints.

  4. Product structure and costsRequired

    Independently: Compare funds, deposits and bonds by structure, liquidity and cost.

L2

Develop core skills

  1. Risk capacity and willingnessRequired

    Independently: Separate ability to bear losses, willingness and missing information.

  2. Allocation foundationsRequired

    Independently: Check portfolio weights and liquidity against fictional constraints.

  3. Returns, costs and scenariosRequired

    Independently: Calculate a fictional portfolio scenario net of stated fees.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. Explain a proposal and its risksRequired

    Independently: Explain volatility, exit conditions and fees in plain language.

  3. Information checks and reviewOptional

    Independently: Build a missing-information and portfolio-review checklist.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. What is a 1% annual fee on 100000?
2. What should be established before discussing a proposal?
3. After the explain a proposal and its risks task, state one assumption, one supporting fact and one condition that would change your conclusion.

Fictional client needs and allocation discussion

For this fictional client needs and allocation discussion, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this fictional client needs and allocation discussion.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist