{"id":19615,"date":"2013-05-09T16:16:28","date_gmt":"2013-05-09T10:46:28","guid":{"rendered":"http:\/\/vskills.in\/certification\/tutorial\/?p=19615"},"modified":"2024-04-12T14:15:46","modified_gmt":"2024-04-12T08:45:46","slug":"client-profiling","status":"publish","type":"page","link":"https:\/\/www.vskills.in\/certification\/tutorial\/client-profiling\/","title":{"rendered":"Client Profiling"},"content":{"rendered":"<p>The first step in wealth management is client profiling. i.e. understand the details pertaining to the client in order to make the most efficient plan and have a successful executions of the plan Clients are segregated into various classes based on the person\u2019s feasibility on certain features.<\/p>\n<p>They are as follows:<\/p>\n<ul>\n<li>Liquidity<\/li>\n<li>Capital adequacy<\/li>\n<li>Cash flow management<\/li>\n<li>Lifestyle preservation<\/li>\n<li>Current financial obligations<\/li>\n<li>Future goals<\/li>\n<li>Personality<\/li>\n<li>Life experience<\/li>\n<li>Personal Circumstances<\/li>\n<\/ul>\n<div class=\"apply\">\n<h3>Apply for Wealth Manager Certification Now!!<\/h3>\n<p><a href=\"http:\/\/www.vskills.in\/certification\/Certified-Wealth-Manager\">http:\/\/www.vskills.in\/certification\/Certified-Wealth-Manager<\/a><\/p>\n<\/div>\n\n\n<p><a href=\"https:\/\/www.vskills.in\/certification\/tutorial\/wealth-manager\/\" target=\"_blank\" rel=\"noreferrer noopener\">Go Back to Tutorial<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The first step in wealth management is client profiling. i.e. understand the details pertaining to the client in order to make the most efficient plan and have a successful executions of the plan Clients are segregated into various classes based on the person\u2019s feasibility on certain features. They are as follows: Liquidity Capital adequacy Cash&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[3344],"tags":[4992],"class_list":["post-19615","page","type-page","status-publish","hentry","category-wealth-manager-2","tag-client-profiling"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Profiling - Tutorial<\/title>\n<meta name=\"description\" content=\"Client Profiling\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vskills.in\/certification\/tutorial\/client-profiling\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Profiling - 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