Postgraduate certificate Wealth Management course

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

• 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

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.

• 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