Executive Certificate in Wealth Management - ZISHI

Executive Certificate in Wealth Management

Essential course for all wealth management practitioners

Delivery:

Online

Duration:

12 weeks

Executive Certificate in Wealth Management

Start date

30 October 2024

Price per person (EX. VAT)

£2,359 3 months

For group bookings, to discuss tailored delivery or for any questions about this course, please get in touch:

Course Director

Malik S Sawar

Malik S Sawar

Course Director

Vineet K Vohra, CFA

Vineet K Vohra, CFA

Course Director

This 12-week online course starts 30 October 2024 with chapters released every two weeks. Enrolments are accepted until the start date.

 

Key Benefits

 

  • Holistic Understanding: Gain a thorough view of wealth management, covering historical roots and adapting to modern challenges.
  • Real-world Insights: Learn from major financial events’ impact, like the 2008 crisis and recent global challenges, preparing for future uncertainties.
  • Tailored for Diverse Roles: Designed for wealth managers, financial advisors, and more, offering specialised knowledge for career enhancement.
  • Practical Skills Focus: Emphasises actionable skills such as building successful franchises and client growth strategies.
  • Networking and Recognition: Opportunities to network with industry professionals and gain recognition for career advancement.
  • Flexible Learning: Study online, with self-paced chapters and diverse learning activities, allowing you to balance your professional and personal commitments.
  • Certification: Earn an Executive Certificate from the University of Bath School of Management, enhancing your credentials and expertise in the field.

 

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.

Course Chapters at a Glance

 

  • Chapter 1 – The past present & future of wealth management
  • Chapter 2 – Building the drivers of a successful wealth management franchise
  • Chapter 3 – Financial planning-led wealth management
  • Chapter 4 – Client growth & anticipating / meeting client needs
  • Chapter 5 – Regulatory & tax regimes
  • Chapter 6 – Exceptional client experience: who will be the Disney / Ritz / Amazon of wealth management
Executive Certificate in Wealth Management

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.

Start date

30 October 2024

Price per person (EX. VAT)

£2,359 3 months

For group bookings, to discuss tailored delivery or for any questions about this course, please get in touch:

Course Director

Malik S Sawar

Malik S Sawar

Course Director

Vineet K Vohra, CFA

Vineet K Vohra, CFA

Course Director

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Executive Certificate in Wealth Management

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