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Starting 24 May 2023

Delivered by distance learning over 14 weeks

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Starting 24 May 2023

Delivered by distance learning over 14 weeks


Starting 24 May 2023

Delivered by distance learning over 14 weeks


POSTGRADUATE CERTIFICATE WEALTH MANAGEMENT COURSE


IN PARTNERSHIP WITH MIDDLESEX UNIVERSITY

Download agendaBook Now



TAILOR THIS WEALTH MANAGEMENT TRAINING COURSE FOR YOUR TEAM

We can customise it to meet your specific training requirements. Contact Ted
Bailey or call +44 (0) 20 8052 2090.


POSTGRADUATE CERTIFICATE IN WEALTH MANAGEMENT ONLINE COURSE




CORE MODULES

Unit 1 – The Past, Present and Future of Wealth Management
Unit 2 – Building the Drivers of a Sustainable Wealth Management Franchise
Unit 3 – The Holistic Wealth Management Offering
Unit 4 – Clients Growth and Anticipating/Meeting Client Needs
Unit 5 – Regulatory and tax regimes
Unit 6 – The financial planning process
Unit 7 – Exceptional Client Experience: Who Will be the Disney/ Ritz of Wealth
Management

See agenda


WHAT YOU’LL LEARN

 * The core principles of wealth management and how they have developed for
   private clients 
 * The history, lessons learned, the present and the future of wealth
   management 
 * The six key drivers of building and growing a wealth management franchise 
 * How to apply these drivers to different client segments 
 * How to identify and apply international best practices 
 * How the regulatory and tax regimes impact wealth management businesses, both
   onshore and offshore   
 * How to apply financial planning to help clients achieve life goals   
 * How to become the wealth management equivalent to Disney, Ritz and Amazon
   when it comes to client servicing

Download the brochure



POSTGRADUATE CERTIFICATE OPTION

You have the option to receive a postgraduate certificate validated by Middlesex
University Business School.

You will need to submit an additional marked assignment of 5000 words, based on
a continuing case study that runs throughout the duration of the course.

About Middlesex University


HOW YOU'LL LEARN

 * A new module is released every two weeks
 * Read the units online, save them to your computer or print them out
 * Study at your own pace
 * Efficient and cost effective - no need to travel or take time off work
 * Apply new skills and expertise to your work straight away

Book now


PROUD TO PARTNER



IFF is the official learning partner of WealthManagement.com.




Past Delegate

Postgraduate Certificate in Wealth Management

Excellent and very thorough. This course covers everything I needed to offer
exemplary service to my clients. The trainers are inspirational.


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