Executive Certificate in Wealth Management

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.

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

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.

Course Director

Malik S Sawar

Course Director

Malik is an accomplished practitioner and advisor with over 30 years of experience operating at the leading edge of the global wealth management
industry in the US, Asia, and MENA.

Read on for details of your Course Director.

Vineet K Vohra, CFA

Course Director

Vineet draws on a rich multi-market background of over 25 years with leading firms, including Citi, HSBC, ANZ and ING in banking, wealth, and asset management in progressively senior roles.

Read on for details of your Course Director.

Groups & customised training

ZISHI are global leaders in the creation of customized in-company training programmes. If you have a group or team who would benefit this course, we can run a cohort exclusively for you. More importantly, we can customise the syllabus content to focus on your specific needs. We create programmes from scratch that are university accredited so all your learners get the benefit of unique qualification from a leading UK university.

Resilience through knowledge

As trusted subject matter experts, we operate around the world to deliver bespoke knowledge solutions, focusing on our three very clear values: collective excellence, resilience and shared opportunity.

From home offices to boardrooms, classrooms to conference centres, we help individuals, teams and whole organisations achieve their objectives by fostering a growth mindset, seeing things from clients’ perspective and helping them evolve through support and learning. Whatever tomorrow brings, there is no limit to how far we can go together as we focus on the training requirements of today.