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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


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

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

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.

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

Proud to partner

IFF is the official learning partner of

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.