Executive Certificate in Wealth Management

Course Overview

Wealth management is a fascinating sector of the global financial ecosystem where the past, present, and future converge to shape the financial destinies of individuals and families. This highly unique course is your fast-track to mastering the intricacies of this dynamic industry.

Your studies will begin with exploring the historical roots of wealth management, from ancient Egyptian temples to the merchant families of Italy and the subsequent expansion into the Western world. Despite facing financial bubbles and market upheavals, wealth management has endured, rejuvenated, and transformed into a multitrillion dollar industry. We will dissect this evolution decade by decade, tracing the growth and challenges in different regions and types of firms.

As we delve deeper into the course, you’ll gain practical insights into how the global financial crises of 2008-09 shook the very foundations of wealth management, and more recently, how the financial industry has grappled with the global pandemic, demonstrating the resilience and adaptability of this field.

We will also explore highly practical components of the programme where we look at topics such as building a successful wealth management franchise, financial planning-led wealth management offerings, client growth strategies, regulatory and tax regimes, and the quest for an exceptional client experience. Each chapter of the course is designed to equip you with comprehensive knowledge and the practical skills necessary to thrive in the world of modern wealth management.

18 CPD hours awarded by ZISHI, a recognised CISI Premier Training Partner.

Who Will Benefit From This Course

The course equips students with a comprehensive and practical understanding across the dimensions of Wealth Management. As such it is the perfect programme for the following roles and functions:

• Wealth managers
• Financial advisors
• Private banking professionals
• Investment advisors
• Portfolio managers
• Relationship managers
• Wealth management consultants
• Family office professionals
• Trust officers
• Estate planning advisors
• Financial planners
• Investment analysts

How You Will Learn

Delivered 100% online, the 12-week programme consists of six chapters. Pace your learning to fit around other professional and personal commitments. You will complete a variety of activities:

• Study course workbooks
• Engage with recorded video tutorials conducted
• Study business-focused case studies
• Read and engage with examples of core topics
• Complete knowledge checks and quizzes
• Engage with discussion groups and course director via the dedicated course forum
• Complete your final assignment

Study on the go: the course is accessed via our responsive online Learning Management System (LMS). Here you can access and download all lessons and materials from any device with an internet connection.