Course

Advanced Wealth Management

  • DESCRIPTION:

    At an advanced level, the course provides delegates with a working knowledge and practical understanding of the skills required to be a highly effective trusted adviser to High Net Worth clients. The main essence of the course is to significantly build the skill set of advisers, so that they be able to apply their technical knowledge profitably.

  • OBJECTIVES:

    NA

  • AUDIENCE:

    The course is intended for individuals who are already Wealth Managers, yet wish to significantly enhance their current skill set. It is particularly relevant to those who perhaps are new to the role or have yet to achieve their full potential.

  • PRIOR KNOWLEDGE:

    None assumed.


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