Course Overview

Wealth management is a high-end investment advisory service that provides holistic financial planning and management services to wealthy clients. Wealth managers use a collaborative approach to learn more about the unique circumstances of their customers and then create a personalized plan using a range of financial products and services. Asset allocation will involve investments, tax preparation, estate planning, and other financial considerations. The purpose of wealth management is to help clients achieve financial stability by increasing and safeguarding their assets.
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Key Learning Outcomes

After completing this course delegates will be able to:

  • Introduction to Financial Planning

  • Understanding and Managing Investment Risk

  • Measuring Investment Returns

  • Investment Portfolio Construction

  • Investment Strategies

  • Overview of Retirement and Estate Planning*

Course curriculum

Including Simulation

    1. Course overview

    2. Course outline and learning outcomes

    3. Important dates and times

    4. Wealth Managemnet Fundamentals Workbook

    1. Pre-training assignment

    1. Schedule and outline

    1. Schedule and outline

    1. Schedule and outline

    1. Assignments

    2. Wealth Management Group Assignment - Model Answers

About this course

  • $400.00
  • 12 lessons
  • Live facilitator led sessions
  • Supporting workbooks & slides
  • Access replays and course materials for 30 days after last live session

Pricing options

Social proof: testimonials

“The course has directly impacted me especially in giving excellent financial advice to our Private Banking Clients and providing them with the best financial banking solutions. ”

Pendo Ngowi | NMB Tanzania